VNLA vs IBDS overlap
VNLA and IBDS overlap 4.4% by weight, across 32 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VNLA | IBDS | Overlap |
|---|---|---|---|
| Oracle Corp. | 0.29% | 0.50% | 0.29% |
| Ford Motor CRED | 0.30% | 0.28% | 0.28% |
| Aercap Ireland Capital DAC / Aercap Global Aviation Trust 6.45% 04/15/2027 | 0.59% | 0.27% | 0.27% |
| DTE Energy Co 4.95% 07/01/2027DTE | 0.28% | 0.24% | 0.24% |
| Corebridge FIN | 0.29% | 0.24% | 0.24% |
| GEN Motors FIN | 0.27% | 0.21% | 0.21% |
| General MTRS FINL Co Inc. 5.4% 05/08/2027 | 0.21% | 0.24% | 0.21% |
| Boeing Co 6.259% 05/01/2027 | 0.51% | 0.20% | 0.20% |
| Blackstone PrivaBCRED | 0.48% | 0.18% | 0.18% |
| Aercap Ireland Capital DAC / Aercap Global Aviation Trust 6.1% 01/15/2027 | 0.25% | 0.17% | 0.17% |
| Marsh & McLennan | 0.45% | 0.16% | 0.16% |
| DUKE Energy COR | 0.39% | 0.14% | 0.14% |
| Willis North AME | 0.14% | 0.14% | 0.14% |
| GALLAGHER (ARTHUR J.) and CO 4.6% 12/15/2027 | 0.45% | 0.13% | 0.13% |
| American Tower | 0.36% | 0.13% | 0.13% |
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: VNLA, SEC Form N-PORT, July 31, 2026; IBDS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VNLA | IBDS |
|---|---|---|
| Bank of America Corp. | $238.1M | $234.7M |
| Morgan Stanley | $327.1M | $110.7M |
| AE Wealth Management LLC | $433.5M | $206K |
| LPL Financial LLC | $196.1M | $88.5M |
| Raymond James Financial Inc. | $106.2M | $91.0M |
| Wells Fargo & Company | $143.4M | $35.3M |
| Mercer Global Advisors Inc. | $1.2M | $134.8M |
| UBS Group AG | $22K | $102.2M |
| Royal Bank of Canada | $33.9M | $40.1M |
| Cambridge Investment Research Advisors, Inc. | $58.3M | $11.8M |
| Geneos Wealth Management Inc. | $66.1M | $233K |
| Private Advisor Group, LLC | $56.8M | $979K |
| Truist Financial Corp. | $14.8M | $28.6M |
| Stifel Financial Corp. | $14.4M | $25.5M |
| Kestra Advisory Services, LLC | $11.0M | $28.2M |
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: VNLA institutional holders, IBDS institutional holders.
Frequently asked questions
How much do VNLA and IBDS overlap?
4.4% by weight, with 32 holdings in common, using holdings for VNLA as of July 31, 2026 and IBDS as of July 31, 2026. The largest shared position is ORACLE CORP.
Do institutions hold both VNLA and IBDS?
84 Form 13F filers report positions in both, out of 569 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%.