VBK vs MDY overlap
VBK and MDY overlap 45.2% by weight, across 162 shared holdings. MDY is shown using IJH, which tracks the same index.
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MDY files no portfolio holdings with the SEC; shown using IJH, which tracks the same index, as of June 30, 2026.
Top shared holdings
| Holding | VBK | MDY | Overlap |
|---|---|---|---|
| Twilio Inc. - aTWLO | 0.88% | 0.86% | 0.86% |
| Carpenter TechCRS | 0.82% | 0.84% | 0.82% |
| Curtiss-WrightCW | 0.79% | 0.77% | 0.77% |
| Nvent ElectricNVT | 0.77% | 0.76% | 0.76% |
| Entegris Inc.ENTG | 0.77% | 0.76% | 0.76% |
| ATI Inc.ATI | 0.76% | 0.74% | 0.74% |
| Technipfmc PLCFTI | 0.74% | 0.73% | 0.73% |
| Mastec Inc.MTZ | 0.74% | 0.71% | 0.71% |
| Woodward Inc.WWD | 0.71% | 0.70% | 0.70% |
| Sterling InfrastSTRL | 0.69% | 0.71% | 0.69% |
| Macom TechnologyMTSI | 0.73% | 0.69% | 0.69% |
| Everpure Inc.-aP | 0.70% | 0.68% | 0.68% |
| XPO Inc.XPO | 0.64% | 0.66% | 0.64% |
| OKTA Inc.OKTA | 0.65% | 0.63% | 0.63% |
| RB Global Inc.RBA | 0.61% | 0.60% | 0.60% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: VBK, SEC Form N-PORT, June 30, 2026; MDY, IJH's SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VBK | MDY |
|---|---|---|
| Bank of America Corp. | $3.1B | $1.4B |
| Morgan Stanley | $734.1M | $868.9M |
| Wells Fargo & Company | $301.9M | $829.2M |
| Pathstone Holdings, LLC | $166.9M | $597.5M |
| Northwestern Mutual Wealth Management Co | $119.5M | $635.4M |
| Northern Trust Corp. | $9.5M | $738.2M |
| US Bancorp | $66.6M | $677.9M |
| UBS Group AG | $280.0M | $457.9M |
| PNC Financial Services Group, Inc. | $248.3M | $487.7M |
| Goldman Sachs Group Inc. | $27.6M | $637.4M |
| Assetmark, Inc. | $588.2M | $446K |
| Raymond James Financial Inc. | $174.2M | $343.8M |
| EP Wealth Advisors, LLC | $373.0M | $84.0M |
| LPL Financial LLC | $334.9M | $116.9M |
| SEI Investments Co | $359.4M | $1.1M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: VBK institutional holders, MDY institutional holders.
Frequently asked questions
How much do VBK and MDY overlap?
45.2% by weight, with 162 holdings in common, using holdings for VBK as of June 30, 2026 and MDY as of June 30, 2026. The largest shared position is TWLO.
Do institutions hold both VBK and MDY?
671 Form 13F filers report positions in both, out of 2,138 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.