VIGI vs IDV overlap
VIGI and IDV 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: VIGI, SEC Form N-PORT, July 31, 2026; IDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VIGI | IDV |
|---|---|---|
| Bank of America Corp. | $310.7M | $600.8M |
| Morgan Stanley | $528.9M | $353.8M |
| EP Wealth Advisors, LLC | $770.7M | $226K |
| Wells Fargo & Company | $130.4M | $232.5M |
| Envestnet Asset Management Inc. | $77.2M | $187.5M |
| LPL Financial LLC | $96.6M | $152.4M |
| UBS Group AG | $61.8M | $159.5M |
| Bank of New York Mellon Corp | $93.6M | $118.1M |
| Jones Financial Companies LLLP | $171.2M | $30.4M |
| Ameriprise Financial Inc. | $26.2M | $166.0M |
| Mercer Global Advisors Inc. | $12.1M | $166.6M |
| Royal Bank of Canada | $67.2M | $103.0M |
| Raymond James Financial Inc. | $72.1M | $74.8M |
| Cetera Investment Advisers | $41.3M | $66.5M |
| Commonwealth Equity Services, LLC | $38.8M | $53.9M |
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: VIGI institutional holders, IDV institutional holders.
Frequently asked questions
How much do VIGI and IDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for VIGI as of July 31, 2026 and IDV as of July 31, 2026.
Do institutions hold both VIGI and IDV?
249 Form 13F filers report positions in both, out of 983 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%.