VOE vs MDY overlap
VOE and MDY overlap 0.0% by weight, across 0 shared holdings. MDY is shown using IJH, which tracks the same index.
Pick 2 to 4 ETFs.
MDY files no portfolio holdings with the SEC; shown using IJH, which tracks the same index, as of June 30, 2026.
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: VOE, SEC Form N-PORT, June 30, 2026; MDY, IJH's SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VOE | MDY |
|---|---|---|
| Bank of America Corp. | $616.3M | $1.4B |
| Morgan Stanley | $965.6M | $868.9M |
| Wells Fargo & Company | $538.7M | $829.2M |
| EP Wealth Advisors, LLC | $887.0M | $84.0M |
| Assetmark, Inc. | $874.7M | $446K |
| Northwestern Mutual Wealth Management Co | $219.2M | $635.4M |
| US Bancorp | $99.6M | $677.9M |
| PNC Financial Services Group, Inc. | $284.4M | $487.7M |
| UBS Group AG | $303.8M | $457.9M |
| Northern Trust Corp. | $11.0M | $738.2M |
| Betterment LLC | $692.9M | $840K |
| Jones Financial Companies LLLP | $672.0M | $10.5M |
| Royal Bank of Canada | $450.2M | $205.1M |
| Goldman Sachs Group Inc. | $6.1M | $637.4M |
| Pathstone Holdings, LLC | $1.7M | $597.5M |
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: VOE institutional holders, MDY institutional holders.
Frequently asked questions
How much do VOE and MDY overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOE as of June 30, 2026 and MDY as of June 30, 2026.
Do institutions hold both VOE and MDY?
660 Form 13F filers report positions in both, out of 2,112 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%.