VIOO vs MDYV overlap
VIOO and MDYV overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VIOO | MDYV | Overlap |
|---|---|---|---|
| Semtech Corp.SMTC | 0.83% | 0.26% | 0.26% |
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; MDYV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VIOO | MDYV |
|---|---|---|
| Morgan Stanley | $113.6M | $63.7M |
| LPL Financial LLC | $36.9M | $115.8M |
| Bank of America Corp. | $119.3M | $10.2M |
| Wealth Enhancement Advisory Services, LLC | $430K | $117.1M |
| Financial Engines Advisors L.L.C. | $433K | $116.6M |
| AE Wealth Management LLC | $133K | $99.8M |
| Mariner, LLC | $81.3M | $10.0M |
| Raymond James Financial Inc. | $81.7M | $7.4M |
| Wells Fargo & Company | $52.0M | $33.4M |
| Cetera Investment Advisers | $31.0M | $40.2M |
| Ameriprise Financial Inc. | $59.2M | $8.4M |
| FAS Wealth Partners, Inc. | $8K | $62.6M |
| Cerity Partners LLC | $60.9M | $1.0M |
| Savant Capital, LLC | $49.7M | $9.1M |
| Pathstone Holdings, LLC | $50.0M | $6.6M |
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, MDYV institutional holders.
Frequently asked questions
How much do VIOO and MDYV overlap?
0.3% by weight, with 1 holdings in common, using holdings for VIOO as of May 31, 2026 and MDYV as of June 30, 2026. The largest shared position is SMTC.
Do institutions hold both VIOO and MDYV?
127 Form 13F filers report positions in both, out of 664 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%.