VONV vs DIA overlap
359 institutions report holding both VONV and DIA.
VONVDIA
Pick 2 to 4 ETFs.
We don’t have holdings for DIA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
359
institutions report holding both, of 1,711 holding any
VONV89.9% of its 13F dollars, 57.8% of its 621 holders
DIA67.7% of its 13F dollars, 24.8% of its 1,449 holders
Largest institutions holding both
| Firm | VONV | DIA |
|---|---|---|
| UBS Group AG | $3.5B | $466.1M |
| LPL Financial LLC | $2.9B | $870.9M |
| Bank of America Corp. | $2.5B | $1.1B |
| Morgan Stanley | $604.4M | $1.7B |
| Wells Fargo & Company | $193.7M | $630.1M |
| TIAA-CREF Individual & Institutional Services, LLC | $635.5M | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $608.4M | $689K |
| Royal Bank of Canada | $74.8M | $443.7M |
| JPMorgan Chase & Co | $113.7M | $367.0M |
| Bank of Montreal | $3.0M | $474.2M |
| Raymond James Financial Inc. | $187.9M | $262.8M |
| Ameriprise Financial Inc. | $131.4M | $247.7M |
| Envestnet Asset Management Inc. | $254.8M | $123.6M |
| Qube Research & Technologies Ltd | $809K | $364.9M |
| Creative Planning | $294.3M | $58.8M |
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: VONV institutional holders, DIA institutional holders.
Frequently asked questions
Do institutions hold both VONV and DIA?
359 Form 13F filers report positions in both, out of 1,711 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%.