VFVA vs SDVD overlap
VFVA and SDVD overlap 7.2% by weight, across 59 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFVA: May 31, 2026, SDVD: 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 | VFVA | SDVD | Overlap |
|---|---|---|---|
| H&R Block Inc.HRB | 0.27% | 0.41% | 0.27% |
| NOV Inc.NOV | 0.24% | 0.52% | 0.24% |
| GAP Inc./theGAP | 0.23% | 0.49% | 0.23% |
| Genpact Ltd.G | 0.23% | 0.71% | 0.23% |
| LEAR Corp.LEA | 0.34% | 0.23% | 0.23% |
| Columbia BankingCOLB | 0.30% | 0.22% | 0.22% |
| Bank OZKOZK | 0.22% | 0.85% | 0.22% |
| Jefferies FinancJEF | 0.27% | 0.21% | 0.21% |
| Enterprise FinanEFSC | 0.20% | 0.44% | 0.20% |
| Dolby Laborato-aDLB | 0.19% | 0.73% | 0.19% |
| Assoc BANC-Corp.ASB | 0.18% | 0.48% | 0.18% |
| Zions Bancorp NAZION | 0.18% | 0.97% | 0.18% |
| Match Group Inc.MTCH | 0.17% | 0.72% | 0.17% |
| Paycom SoftwarePAYC | 0.17% | 0.61% | 0.17% |
| TD Synnex Corp.SNX | 0.16% | 0.55% | 0.16% |
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: VFVA, SEC Form N-PORT, May 31, 2026; SDVD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFVA | SDVD |
|---|---|---|
| LPL Financial LLC | $10.5M | $36.4M |
| Raymond James Financial Inc. | $4.9M | $26.9M |
| Steward Partners Investment Advisory, LLC | $26K | $30.3M |
| Commonwealth Equity Services, LLC | $1.3M | $26.0M |
| Stifel Financial Corp. | $935K | $18.6M |
| Royal Bank of Canada | $3.5M | $14.0M |
| Osaic Holdings, Inc. | $3.4M | $12.8M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $3.5M |
| Private Advisor Group, LLC | $601K | $5.2M |
| Harbour Investments, Inc. | $50K | $5.6M |
| Envestnet Asset Management Inc. | $204K | $5.1M |
| IFP Advisors, Inc | $5K | $4.7M |
| Integrated Wealth Concepts LLC | $543K | $1.5M |
| International Assets Investment Management, LLC | $15K | $1.9M |
| Sanctuary Advisors, LLC | $452K | $944K |
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: VFVA institutional holders, SDVD institutional holders.
Frequently asked questions
How much do VFVA and SDVD overlap?
7.2% by weight, with 59 holdings in common, using holdings for VFVA as of May 31, 2026 and SDVD as of July 31, 2026. The largest shared position is HRB.
Do institutions hold both VFVA and SDVD?
23 Form 13F filers report positions in both, out of 178 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%.