VBR vs MDY overlap
VBR and MDY overlap 41.3% by weight, across 259 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 | VBR | MDY | Overlap |
|---|---|---|---|
| US Foods HoldingUSFD | 0.48% | 0.62% | 0.48% |
| TD Synnex Corp.SNX | 0.41% | 0.55% | 0.41% |
| Reliance Inc.RS | 0.41% | 0.53% | 0.41% |
| East West BncrpEWBC | 0.38% | 0.49% | 0.38% |
| Wesco IntlWCC | 0.36% | 0.46% | 0.36% |
| Performance FoodPFGC | 0.36% | 0.48% | 0.36% |
| API Group Corp.APG | 0.35% | 0.45% | 0.35% |
| Annaly Capital MNLY | 0.35% | 0.45% | 0.35% |
| Tenet HealthcareTHC | 0.35% | 0.44% | 0.35% |
| WP Carey Inc.WPC | 0.34% | 0.44% | 0.34% |
| Regal Rexnord CoRRX | 0.34% | 0.44% | 0.34% |
| TOLL BrothersTOL | 0.33% | 0.43% | 0.33% |
| MKS Inc.MKSI | 0.32% | 0.83% | 0.32% |
| DT MidstreamDTM | 0.32% | 0.41% | 0.32% |
| AramarkARMK | 0.32% | 0.41% | 0.32% |
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: VBR, SEC Form N-PORT, June 30, 2026; MDY, IJH's SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VBR | MDY |
|---|---|---|
| Bank of America Corp. | $3.3B | $1.4B |
| Morgan Stanley | $938.8M | $868.9M |
| Wells Fargo & Company | $407.3M | $829.2M |
| Assetmark, Inc. | $1.2B | $446K |
| UBS Group AG | $356.4M | $457.9M |
| Pathstone Holdings, LLC | $155.3M | $597.5M |
| Northern Trust Corp. | $6.6M | $738.2M |
| Northwestern Mutual Wealth Management Co | $93.8M | $635.4M |
| US Bancorp | $45.7M | $677.9M |
| Goldman Sachs Group Inc. | $63.5M | $637.4M |
| PNC Financial Services Group, Inc. | $205.2M | $487.7M |
| Betterment LLC | $683.5M | $840K |
| Raymond James Financial Inc. | $249.2M | $343.8M |
| LPL Financial LLC | $375.2M | $116.9M |
| Envestnet Asset Management Inc. | $387.2M | $63.1M |
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: VBR institutional holders, MDY institutional holders.
Frequently asked questions
How much do VBR and MDY overlap?
41.3% by weight, with 259 holdings in common, using holdings for VBR as of June 30, 2026 and MDY as of June 30, 2026. The largest shared position is USFD.
Do institutions hold both VBR and MDY?
821 Form 13F filers report positions in both, out of 2,473 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%.