VOT vs DFAS overlap
VOT and DFAS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: VOT, SEC Form N-PORT, June 30, 2026; DFAS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VOT | DFAS |
|---|---|---|
| Creative Planning | $50.5M | $2.3B |
| Bank of America Corp. | $649.6M | $561.7M |
| Morgan Stanley | $939.5M | $12.6M |
| Northern Trust Corp. | $7.9M | $778.1M |
| Assetmark, Inc. | $658.7M | $29.6M |
| EP Wealth Advisors, LLC | $536.9M | $55.7M |
| Wells Fargo & Company | $504.4M | $24.3M |
| Royal Bank of Canada | $366.2M | $98.9M |
| UBS Group AG | $355.4M | $87.9M |
| Envestnet Asset Management Inc. | $222.9M | $154.3M |
| Jones Financial Companies LLLP | $328.7M | $32.7M |
| LPL Financial LLC | $280.3M | $77.6M |
| PNC Financial Services Group, Inc. | $338.2M | $2.2M |
| Northwestern Mutual Wealth Management Co | $277.4M | $42.1M |
| Focus Partners Wealth | $11.9M | $269.8M |
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: VOT institutional holders, DFAS institutional holders.
Frequently asked questions
How much do VOT and DFAS overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOT as of June 30, 2026 and DFAS as of July 31, 2026.
Do institutions hold both VOT and DFAS?
410 Form 13F filers report positions in both, out of 1,601 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%.