VDC vs USRT overlap
VDC and USRT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VDC: May 31, 2026, USRT: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: VDC, SEC Form N-PORT, May 31, 2026; USRT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VDC | USRT |
|---|---|---|
| Bank of America Corp. | $1.0B | $147.2M |
| LPL Financial LLC | $206.1M | $116.8M |
| BlackRock, Inc. | $912K | $306.1M |
| Morgan Stanley | $140.2M | $56.6M |
| US Bancorp | $881K | $185.7M |
| Northwestern Mutual Wealth Management Co | $23.1M | $127.5M |
| PGIM Custom Harvest LLC | $111.9M | $17.2M |
| Glenmede Trust Co NA | $32K | $128.8M |
| Wells Fargo & Company | $88.3M | $4.3M |
| UBS Group AG | $73.6M | $17.9M |
| Cerity Partners LLC | $24.5M | $62.5M |
| Cambridge Investment Research Advisors, Inc. | $70.0M | $11.9M |
| Cetera Investment Advisers | $61.8M | $17.1M |
| Apollon Wealth Management, LLC | $19.1M | $55.9M |
| Envestnet Asset Management Inc. | $55.5M | $10.3M |
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: VDC institutional holders, USRT institutional holders.
Frequently asked questions
How much do VDC and USRT overlap?
0.0% by weight, with 0 holdings in common, using holdings for VDC as of May 31, 2026 and USRT as of July 31, 2026.
Do institutions hold both VDC and USRT?
186 Form 13F filers report positions in both, out of 918 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%.