VFQY vs DFJ overlap
VFQY and DFJ 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: VFQY, SEC Form N-PORT, May 31, 2026; DFJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFQY | DFJ |
|---|---|---|
| Raymond James Financial Inc. | $3.6M | $23.0M |
| Morgan Stanley | $57K | $23.0M |
| Wells Fargo & Company | $14K | $14.8M |
| LPL Financial LLC | $6.2M | $5.7M |
| Bank of America Corp. | $2.9M | $6.7M |
| Osaic Holdings, Inc. | $7.0M | $40K |
| Apollon Wealth Management, LLC | $209K | $5.5M |
| UBS Group AG | $70K | $4.1M |
| Integrated Wealth Concepts LLC | $2.5M | $1K |
| Royal Bank of Canada | $502K | $1.1M |
| AE Wealth Management LLC | $746K | $12K |
| Walkner Condon Financial Advisors LLC | $403K | $243K |
| PNC Financial Services Group, Inc. | $170K | $212K |
| JPMorgan Chase & Co | $317K | $9K |
| Rockefeller Capital Management L.P. | $7K | $202K |
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: VFQY institutional holders, DFJ institutional holders.
Frequently asked questions
How much do VFQY and DFJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for VFQY as of May 31, 2026 and DFJ as of June 30, 2026.
Do institutions hold both VFQY and DFJ?
21 Form 13F filers report positions in both, out of 153 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%.