VPU vs TDIV overlap
VPU and TDIV 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: VPU, SEC Form N-PORT, May 31, 2026; TDIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VPU | TDIV |
|---|---|---|
| LPL Financial LLC | $178.2M | $316.0M |
| Morgan Stanley | $236.9M | $217.2M |
| Bank of America Corp. | $208.8M | $171.3M |
| Wells Fargo & Company | $99.9M | $156.5M |
| Raymond James Financial Inc. | $57.5M | $167.1M |
| Envestnet Asset Management Inc. | $99.7M | $96.3M |
| UBS Group AG | $61.9M | $120.8M |
| Northwestern Mutual Wealth Management Co | $144.9M | $6.0M |
| Ameriprise Financial Inc. | $62.3M | $67.0M |
| Osaic Holdings, Inc. | $66.5M | $43.0M |
| Royal Bank of Canada | $36.5M | $67.1M |
| Cambridge Investment Research Advisors, Inc. | $42.8M | $58.0M |
| Cetera Investment Advisers | $39.0M | $55.6M |
| Commonwealth Equity Services, LLC | $35.1M | $32.9M |
| NewEdge Advisors, LLC | $8.6M | $48.8M |
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: VPU institutional holders, TDIV institutional holders.
Frequently asked questions
How much do VPU and TDIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for VPU as of May 31, 2026 and TDIV as of June 30, 2026.
Do institutions hold both VPU and TDIV?
218 Form 13F filers report positions in both, out of 919 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%.