VIDI vs DWM overlap
VIDI and DWM overlap 6.9% by weight, across 73 shared holdings.
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Top shared holdings
| Holding | VIDI | DWM | Overlap |
|---|---|---|---|
| Equinor ASAEQNR | 0.63% | 0.66% | 0.63% |
| DBS Group HldgsDBS | 0.46% | 0.60% | 0.46% |
| Zurich InsuranceZURN | 0.45% | 0.51% | 0.45% |
| Novartis AG-REGNOVN | 0.45% | 1.22% | 0.45% |
| Natwest Group PLNWG | 0.39% | 0.42% | 0.39% |
| DNB Bank ASADNB | 0.48% | 0.33% | 0.33% |
| OrangeORA | 0.48% | 0.29% | 0.29% |
| OCBC BankOCBC | 0.49% | 0.29% | 0.29% |
| BBVABBVA | 0.28% | 0.94% | 0.28% |
| Singapore Teleco (LOT SIZE 100)ST | 0.39% | 0.28% | 0.28% |
| Holcim Ltd.HCMLF | 0.42% | 0.19% | 0.19% |
| Banca Monte DEIBMPS | 0.42% | 0.19% | 0.19% |
| Telenor ASATEL | 0.45% | 0.18% | 0.18% |
| United OverseasUOB | 0.43% | 0.17% | 0.17% |
| Danske Bank a/SDANSKE | 0.15% | 0.19% | 0.15% |
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: VIDI, SEC Form N-PORT, May 31, 2026; DWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VIDI | DWM |
|---|---|---|
| Morgan Stanley | $80K | $67.0M |
| LPL Financial LLC | $621K | $34.4M |
| Wells Fargo & Company | $10 | $28.4M |
| Flow Traders U.S. LLC | $2.5M | $8.6M |
| Jane Street Group, LLC | $1.4M | $1.4M |
| Osaic Holdings, Inc. | $11K | $2.4M |
| Jones Financial Companies LLLP | $1.2M | $632K |
| OneAscent Financial Services LLC | $407K | $1.0M |
| Royal Bank of Canada | $52K | $1.3M |
| Citadel Advisors LLC | $390K | $935K |
| Farther Finance Advisors, LLC | $629K | $18K |
| FMR LLC | $135K | $217K |
| IMA Advisory Services, Inc. | $12K | $126K |
| EverSource Wealth Advisors, LLC | $11K | $24K |
| TD Waterhouse Canada Inc. | $5K | $4K |
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: VIDI institutional holders, DWM institutional holders.
Frequently asked questions
How much do VIDI and DWM overlap?
6.9% by weight, with 73 holdings in common, using holdings for VIDI as of May 31, 2026 and DWM as of June 30, 2026. The largest shared position is EQNR.
Do institutions hold both VIDI and DWM?
15 Form 13F filers report positions in both, out of 151 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%.