VCR vs TDIV overlap
VCR and TDIV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: VCR, SEC Form N-PORT, May 31, 2026; TDIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VCR | TDIV |
|---|---|---|
| Bank of America Corp. | $651.9M | $171.3M |
| LPL Financial LLC | $80.6M | $316.0M |
| Morgan Stanley | $169.1M | $217.2M |
| Wells Fargo & Company | $128.1M | $156.5M |
| UBS Group AG | $135.7M | $120.8M |
| Raymond James Financial Inc. | $57.0M | $167.1M |
| JPMorgan Chase & Co | $165.6M | $5.2M |
| Envestnet Asset Management Inc. | $47.4M | $96.3M |
| Royal Bank of Canada | $30.7M | $67.1M |
| Ameriprise Financial Inc. | $30.1M | $67.0M |
| Cambridge Investment Research Advisors, Inc. | $24.7M | $58.0M |
| Northwestern Mutual Wealth Management Co | $73.2M | $6.0M |
| Stifel Financial Corp. | $44.8M | $33.2M |
| Cetera Investment Advisers | $20.6M | $55.6M |
| Osaic Holdings, Inc. | $15.6M | $43.0M |
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: VCR institutional holders, TDIV institutional holders.
Frequently asked questions
How much do VCR and TDIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for VCR as of May 31, 2026 and TDIV as of June 30, 2026.
Do institutions hold both VCR and TDIV?
203 Form 13F filers report positions in both, out of 815 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%.