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VTEC vs BSMQ

Shared holdings
318
VTEC covered by BSMQ
5.09%
BSMQ covered by VTEC
5.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

VTEC (Feb. 28, 2026)

SecurityWeight
Southern California Public Power Authority, Series A0.59%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.55%
Bay Area Toll Authority, Series 2026A0.51%
Irvine Ranch Water District, Series 2009 A, VRD RB0.32%
LOS ANGELES UNIF SD-A0.32%
LOS ANGELES UNIF SD-A0.32%
Bay Area Toll Authority, Series 2023 A, VRD Ref. RB0.31%
LOS ANGELES UNIF SD-A0.30%
Los Angeles Department of Water & Power, Series 2025A0.27%
STATE OF CALIFORNIA 4.0% 03-01-360.25%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.000000000.25%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.24%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.500000000.24%
E CO AWP JT PWRS-A-10.24%
STATE OF CALIFORNIA0.24%
SAN FRANCISCO USD0.23%
UNIV OF CALIFORNIA CA0.22%
IRVINE CA IMPT BOND ACT 19150.22%
State of California0.21%
CALIFORNIA ST EDUCTNL0.20%
BAY AREA TOLL AUTHORITY FRN 04-01-550.19%
LOS ANGELES DEPT-C0.19%
UNIV OF CALIFORNIA CA REVENUES0.19%
LOS ANGELES UNIF SD-A0.19%
State of California0.19%
BAY AREA CA TOLL AUTH0.19%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.19%
IRVINE WTR-RF-A1-VAR0.17%
BAY AREA TOLL AUTHORI VAR0.17%
University of California, Series 2024 BW, Ref. RB0.17%
Toll Road Sr Lien Refunding RB Series 2021A0.17%
UNIV OF CALIFORNIA CA REVENUES0.17%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.17%
Anaheim Public Financing Authority, California, Lease Revenue Bonds, Public Improvement Project, Series 1997C0.17%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.16%
State of California 5.00% 03/01/20550.16%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2024, GO Bonds0.16%
STATE OF CALIFORNIA 5.0% 10-01-350.16%
LOS ANGELES UNIF SD-A0.16%
State of California0.16%
STATE OF CALIFORNIA 5.0% 04-01-290.16%
State of California, Series 20070.16%
LOS ANGELES DEPT-B0.15%
Los Angeles Unified School District, Series 2023QRR0.15%
Santa Monica Community College District, Series 2018A0.15%
State of California, Series 2025, GO Bonds0.15%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.15%
STATE OF CALIFORNIA0.15%
UNIV OF CALIFORNIA CA REVENUES0.15%
Sacramento Municipal Utility District, Series 2025F0.14%

BSMQ (Feb. 28, 2026)

SecurityWeight
NYC NY 5% 08/01/260.71%
State of California0.71%
State of Maryland Department of Transportation, Series 20190.53%
CA ST PUB WKS-A0.45%
Minnesota (State of) Public Facilities Authority, Series 2016 A, RB0.44%
NYC TRAN FIN AUTH-B10.43%
IL TOLL HWY AUTH-B0.39%
Metropolitan Water Reclamation District of Greater Chicago, Series A0.38%
MET TRANSPRTN AUTH NY DEDICATE REGD B/E 5.000000000.36%
COLUMBUS SWR SYS-REF0.36%
LOS ANGELES MET TRANS0.35%
UNIV OF CALIFORNIA CA REVENUES0.35%
Pennsylvania (Commonwealth of), First Series 2021, GO Bonds0.35%
New Jersey (State of) Educational Facilities Authority (Princeton University), Series 2024, Ref. RB0.35%
San Diego Public Facilities Financing Authority, Series 2016B0.31%
UNIV CA RGTS-L-REF0.31%
State of California0.27%
State of California0.27%
WASHINGTON ST WAS 07/26 FIXED 40.27%
Massachusetts Development Finance Agency0.27%
NY MTA TRANSP 5% 11/15/20370.27%
NEW YORK ST DORM AUTH0.26%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.25%
State of California0.25%
King County School District No. 411 Issaquah, Series 2017, GO Bonds0.25%
COUNTY OF COOK IL 5.0% 11-15-310.24%
New Jersey (State of) Health Care Facilities Financing Authority (RWJ Barnabas Health Obligated Group), Series 2016, Ref. RB0.23%
PENNSYLVANIA ST0.23%
NJ ECON DEV AUTH-RRR-0.23%
NYC TRAN FIN AUTH-B10.23%
District of Columbia, Series 2016 D, GO Bonds0.23%
New York (City of), NY, Subseries 2016 A-1, GO Bonds0.22%
ESTRN MUNI WTR-A-REF0.22%
NJ TRANSP 5% 12/15/20260.22%
Maryland (State of) Stadium Authority (Baltimore City Public Schools), Series 2016, RB0.22%
PREREF MET WASHINGTON DC ARPTS AUTH D REGD OID B/E AG PREREFUNDED 10/01/26 @ 100 6.500000000.22%
NJ TRANSPRTN-A-REF 5 6/310.22%
GRAND RIVER OK DAM AUTH REVENUE0.21%
Port St. Lucie (City of), FL, Series 2016, Ref. RB0.21%
State of California0.21%
Honolulu (City & County of), HI (Honolulu Rail Transit), Series 2019 A, GO Bonds0.21%
Denver City & County School District No. 1, Series 2017, GO Bonds0.21%
New Jersey Transportation Trust Fund Authority, Series 2016A10.20%
State of Connecticut Special Tax, Series A0.20%
NY ST UDC PIT REV 16A PREREF 5.0% 03-15-27/260.20%
NJ TRANSPRTN-A-REF0.20%
MESA UTL SYS-REF0.20%
LOS ANGELES DEPT OF W0.20%
STATE OF ILLINOIS 5.0% 01-01-330.20%
King County School District No. 405, Series 20160.20%

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