VFH vs GRID overlap
VFH and GRID 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: VFH, SEC Form N-PORT, May 31, 2026; GRID, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFH | GRID |
|---|---|---|
| Bank of America Corp. | $2.8B | $465.9M |
| Morgan Stanley | $490.8M | $721.1M |
| LPL Financial LLC | $127.0M | $513.9M |
| UBS Group AG | $255.1M | $379.2M |
| Wells Fargo & Company | $238.4M | $335.6M |
| Raymond James Financial Inc. | $160.8M | $249.0M |
| Ameriprise Financial Inc. | $97.8M | $224.9M |
| Cetera Investment Advisers | $56.6M | $143.9M |
| Royal Bank of Canada | $84.1M | $107.4M |
| Cambridge Investment Research Advisors, Inc. | $23.5M | $150.8M |
| Envestnet Asset Management Inc. | $63.8M | $82.5M |
| Stifel Financial Corp. | $59.4M | $65.0M |
| FMR LLC | $122.5M | $1.5M |
| Osaic Holdings, Inc. | $39.9M | $79.2M |
| Northwestern Mutual Wealth Management Co | $32.1M | $74.2M |
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: VFH institutional holders, GRID institutional holders.
Frequently asked questions
How much do VFH and GRID overlap?
0.0% by weight, with 0 holdings in common, using holdings for VFH as of May 31, 2026 and GRID as of June 30, 2026.
Do institutions hold both VFH and GRID?
263 Form 13F filers report positions in both, out of 1,123 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%.