VFMV vs HDUS overlap
VFMV and HDUS overlap 24.3% by weight, across 64 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFMV: May 31, 2026, HDUS: 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
| Holding | VFMV | HDUS | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 1.64% | 5.69% | 1.64% |
| Apple Inc.AAPL | 1.57% | 5.46% | 1.57% |
| Nvidia Corp.NVDA | 1.42% | 6.88% | 1.42% |
| Johnson&JohnsonJNJ | 1.50% | 1.33% | 1.33% |
| META Platforms-aMETA | 1.22% | 1.89% | 1.22% |
| Exxon Mobil Corp.XOM | 1.48% | 1.22% | 1.22% |
| Verizon CommunicVZ | 1.48% | 1.13% | 1.13% |
| Broadcom Inc.AVGO | 0.96% | 2.43% | 0.96% |
| Altria Group Inc.MO | 0.87% | 0.88% | 0.87% |
| Chevron Corp.CVX | 1.50% | 0.81% | 0.81% |
| Coca-Cola Co/theKO | 1.42% | 0.80% | 0.80% |
| Cisco SystemsCSCO | 1.72% | 0.78% | 0.78% |
| LAM ResearchLRCX | 0.98% | 0.68% | 0.68% |
| IBMIBM | 0.59% | 0.71% | 0.59% |
| Chubb Ltd.CB | 1.10% | 0.52% | 0.52% |
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: VFMV, SEC Form N-PORT, May 31, 2026; HDUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFMV | HDUS |
|---|---|---|
| Envestnet Asset Management Inc. | $3.0M | $48.6M |
| LPL Financial LLC | $17.9M | $25.6M |
| Raymond James Financial Inc. | $1.2M | $16.8M |
| Royal Bank of Canada | $1.5M | $9.6M |
| UBS Group AG | $9.1M | $35K |
| Cetera Investment Advisers | $3.9M | $544K |
| Commonwealth Equity Services, LLC | $984K | $1.0M |
| Truist Financial Corp. | $567K | $1.2M |
| JPMorgan Chase & Co | $55K | $1.5M |
| Osaic Holdings, Inc. | $1.2M | $140K |
| Morgan Stanley | $90K | $65K |
| Harbour Investments, Inc. | $79K | $36K |
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: VFMV institutional holders, HDUS institutional holders.
Frequently asked questions
How much do VFMV and HDUS overlap?
24.3% by weight, with 64 holdings in common, using holdings for VFMV as of May 31, 2026 and HDUS as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both VFMV and HDUS?
12 Form 13F filers report positions in both, out of 110 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%.