VIOO vs MDYG overlap
VIOO and MDYG overlap 1.9% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VIOO | MDYG | Overlap |
|---|---|---|---|
| Sanmina Corp.SANM | 0.83% | 0.72% | 0.72% |
| Viavi SolutionsVIAV | 0.66% | 0.59% | 0.59% |
| Semtech Corp.SMTC | 0.83% | 0.56% | 0.56% |
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: VIOO, SEC Form N-PORT, May 31, 2026; MDYG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VIOO | MDYG |
|---|---|---|
| LPL Financial LLC | $36.9M | $196.4M |
| Morgan Stanley | $113.6M | $94.8M |
| Financial Engines Advisors L.L.C. | $433K | $160.0M |
| AE Wealth Management LLC | $133K | $146.3M |
| Bank of America Corp. | $119.3M | $25.0M |
| Raymond James Financial Inc. | $81.7M | $57.4M |
| Mariner, LLC | $81.3M | $18.1M |
| Ameriprise Financial Inc. | $59.2M | $26.4M |
| Wells Fargo & Company | $52.0M | $20.2M |
| Royal Bank of Canada | $48.2M | $15.5M |
| Envestnet Asset Management Inc. | $13.2M | $50.5M |
| FAS Wealth Partners, Inc. | $8K | $62.3M |
| UBS Group AG | $48.9M | $12.7M |
| Northwestern Mutual Wealth Management Co | $31.8M | $26.4M |
| Pathstone Holdings, LLC | $50.0M | $7.8M |
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: VIOO institutional holders, MDYG institutional holders.
Frequently asked questions
How much do VIOO and MDYG overlap?
1.9% by weight, with 3 holdings in common, using holdings for VIOO as of May 31, 2026 and MDYG as of June 30, 2026. The largest shared position is SANM.
Do institutions hold both VIOO and MDYG?
141 Form 13F filers report positions in both, out of 688 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%.