VRIG vs DFGX overlap
VRIG and DFGX 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: VRIG, SEC Form N-PORT, July 31, 2026; DFGX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VRIG | DFGX |
|---|---|---|
| LPL Financial LLC | $156.6M | $2.8M |
| Assetmark, Inc. | $78.7M | $15.0M |
| Morgan Stanley | $87.7M | $15K |
| Envestnet Asset Management Inc. | $17.0M | $31.9M |
| Raymond James Financial Inc. | $23.9M | $4.9M |
| Osaic Holdings, Inc. | $25.2M | $3.5M |
| Private Advisor Group, LLC | $4.7M | $15.4M |
| Bank of America Corp. | $506K | $17.9M |
| Cambridge Investment Research Advisors, Inc. | $10.0M | $8.0M |
| E6 Portfolios, LLC | $7.1M | $10.0M |
| Commonwealth Equity Services, LLC | $11.9M | $3.9M |
| Wells Fargo & Company | $14.9M | $102K |
| Truist Financial Corp. | $6.3M | $4.3M |
| Stratos Investment Management, LLC | $1.4M | $9.2M |
| Kestra Advisory Services, LLC | $7.3M | $2.2M |
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: VRIG institutional holders, DFGX institutional holders.
Frequently asked questions
How much do VRIG and DFGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for VRIG as of July 31, 2026 and DFGX as of July 31, 2026.
Do institutions hold both VRIG and DFGX?
43 Form 13F filers report positions in both, out of 309 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%.