VDI vs AIVI overlap
VDI and AIVI overlap 17.1% by weight, across 26 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VDI | AIVI | Overlap |
|---|---|---|---|
| BRIT AMER TobaccBATS | 1.33% | 2.29% | 1.33% |
| Zurich InsuranceZURN | 1.24% | 1.33% | 1.24% |
| Swedbank AB-aSWEDA | 1.20% | 2.72% | 1.20% |
| Banca MediolanumBMED | 1.16% | 1.33% | 1.16% |
| Svenska HAN-aSHBA | 1.23% | 1.15% | 1.15% |
| Standard Life PLSDLF | 1.11% | 1.86% | 1.11% |
| Intesa SanpaoloISP | 1.65% | 1.07% | 1.07% |
| M&G PLCMNG | 1.00% | 1.52% | 1.00% |
| Mitsubishi UFJ F8306 | 1.24% | 0.91% | 0.91% |
| Vinci SADG | 0.70% | 1.72% | 0.70% |
| SanofiSAN | 0.72% | 0.67% | 0.67% |
| Poste ItalianePST | 0.62% | 1.08% | 0.62% |
| Mizuho Financial8411 | 0.57% | 0.66% | 0.57% |
| Totalenergies SETTE | 0.54% | 2.73% | 0.54% |
| ORIX Corp.8591 | 1.26% | 0.53% | 0.53% |
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: VDI, SEC Form N-PORT, July 31, 2026; AIVI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VDI | AIVI |
|---|---|---|
| Morgan Stanley | $35 | $2.9M |
| Citadel Advisors LLC | $337K | $407K |
| UBS Group AG | $13K | $6K |
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: VDI institutional holders, AIVI institutional holders.
Frequently asked questions
How much do VDI and AIVI overlap?
17.1% by weight, with 26 holdings in common, using holdings for VDI as of July 31, 2026 and AIVI as of June 30, 2026. The largest shared position is BATS.
Do institutions hold both VDI and AIVI?
3 Form 13F filers report positions in both, out of 38 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%.