VFLO vs HDV overlap
VFLO and HDV overlap 9.7% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VFLO | HDV | Overlap |
|---|---|---|---|
| Merck & CoMRK | 2.98% | 3.99% | 2.98% |
| Exxon Mobil Corp.XOM | 2.76% | 7.88% | 2.76% |
| ConocophillipsCOP | 2.11% | 1.86% | 1.86% |
| EOG ResourcesEOG | 2.37% | 1.03% | 1.03% |
| Paychex Inc.PAYX | 1.14% | 0.82% | 0.82% |
| Broadridge FINLBR | 0.95% | 0.21% | 0.21% |
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: VFLO, SEC Form N-PORT, June 30, 2026; HDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFLO | HDV |
|---|---|---|
| Bank of America Corp. | $748.3M | $564.1M |
| Morgan Stanley | $684.7M | $476.1M |
| LPL Financial LLC | $643.7M | $462.8M |
| Wells Fargo & Company | $380.8M | $192.3M |
| Raymond James Financial Inc. | $293.5M | $124.2M |
| UBS Group AG | $194.4M | $218.7M |
| Northwestern Mutual Wealth Management Co | $371.4M | $29.6M |
| Royal Bank of Canada | $110.5M | $173.7M |
| Envestnet Asset Management Inc. | $114.1M | $168.2M |
| Ameriprise Financial Inc. | $142.9M | $81.1M |
| Jones Financial Companies LLLP | $23.6M | $174.9M |
| JPMorgan Chase & Co | $7.3M | $183.8M |
| HighTower Advisors, LLC | $136.5M | $16.7M |
| Merit Financial Group, LLC | $147.5M | $2.9M |
| Commonwealth Equity Services, LLC | $51.2M | $87.1M |
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: VFLO institutional holders, HDV institutional holders.
Frequently asked questions
How much do VFLO and HDV overlap?
9.7% by weight, with 6 holdings in common, using holdings for VFLO as of June 30, 2026 and HDV as of July 31, 2026. The largest shared position is MRK.
Do institutions hold both VFLO and HDV?
175 Form 13F filers report positions in both, out of 1,017 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%.