VPL vs DISV overlap
VPL and DISV overlap 4.3% by weight, across 573 shared holdings.
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Top shared holdings
| Holding | VPL | DISV | Overlap |
|---|---|---|---|
| Washington H SOUSOL | 0.09% | 0.06% | 0.06% |
| Aurizon HoldingsAZJ | 0.04% | 0.20% | 0.04% |
| Hokuhoku Financi8377 | 0.04% | 0.10% | 0.04% |
| Bendigo and ADELBEN | 0.04% | 0.05% | 0.04% |
| 77 Bank Ltd.8341 | 0.04% | 0.13% | 0.04% |
| DYNO Nobel Ltd.DNL | 0.04% | 0.22% | 0.04% |
| Whitehaven CoalWHC | 0.03% | 0.29% | 0.03% |
| AMP Ltd.AMP | 0.03% | 0.31% | 0.03% |
| Sumitomo Heavy6302 | 0.03% | 0.19% | 0.03% |
| NH Foods Ltd.2282 | 0.03% | 0.09% | 0.03% |
| UOL Group Ltd.UOL | 0.03% | 0.21% | 0.03% |
| Seatrium Ltd.STM | 0.03% | 0.14% | 0.03% |
| Takashimaya Co8233 | 0.03% | 0.13% | 0.03% |
| Downer EDI Ltd.DOW | 0.03% | 0.18% | 0.03% |
| Cleanaway WasteCWY | 0.03% | 0.14% | 0.03% |
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: VPL, SEC Form N-PORT, July 31, 2026; DISV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VPL | DISV |
|---|---|---|
| Mather Group, LLC. | $713.1M | $209.1M |
| Focus Partners Wealth | $2.7M | $538.3M |
| Bank of America Corp. | $119.0M | $120.1M |
| Morgan Stanley | $207.5M | $1.2M |
| UBS Group AG | $106.5M | $99.7M |
| HighTower Advisors, LLC | $115.8M | $39.3M |
| Focus Partners Advisor Solutions, LLC | $3.1M | $125.2M |
| Cerity Partners LLC | $51.2M | $63.9M |
| Savant Capital, LLC | $802K | $109.5M |
| Envestnet Asset Management Inc. | $77.0M | $32.7M |
| Janney Montgomery Scott LLC | $89.5M | $4.0M |
| Raymond James Financial Inc. | $69.7M | $19.7M |
| Assetmark, Inc. | $60.1M | $15.4M |
| Wells Fargo & Company | $74.3M | $881K |
| Creative Planning | $24.2M | $35.2M |
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: VPL institutional holders, DISV institutional holders.
Frequently asked questions
How much do VPL and DISV overlap?
4.3% by weight, with 573 holdings in common, using holdings for VPL as of July 31, 2026 and DISV as of July 31, 2026. The largest shared position is SOL.
Do institutions hold both VPL and DISV?
128 Form 13F filers report positions in both, out of 796 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%.