VSDA vs HIDV overlap
VSDA and HIDV overlap 6.9% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VSDA | HIDV | Overlap |
|---|---|---|---|
| Chevron Corp.CVX | 1.24% | 1.32% | 1.24% |
| Bristol-MYER SQBBMY | 1.37% | 0.96% | 0.96% |
| Altria Group Inc.MO | 3.49% | 0.94% | 0.94% |
| Exxon Mobil Corp.XOM | 0.84% | 1.74% | 0.84% |
| CONS Edison Inc.ED | 1.65% | 0.82% | 0.82% |
| Stanley Black &SWK | 3.03% | 0.77% | 0.77% |
| Target Corp.TGT | 2.10% | 0.69% | 0.69% |
| Medtronic PLCMDT | 2.04% | 0.24% | 0.24% |
| Walmart Inc.WMT | 0.78% | 0.11% | 0.11% |
| KLA Corp.KLAC | 1.12% | 0.09% | 0.09% |
| VISA Inc.-Class aV | 0.85% | 0.08% | 0.08% |
| Johnson&JohnsonJNJ | 1.03% | 0.07% | 0.07% |
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: VSDA, SEC Form N-PORT, June 30, 2026; HIDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSDA | HIDV |
|---|---|---|
| LPL Financial LLC | $7.0M | $37.4M |
| Morgan Stanley | $15.2M | $114 |
| Kingsview Wealth Management, LLC | $8.9M | $860K |
| Commonwealth Equity Services, LLC | $941K | $1.5M |
| Citadel Advisors LLC | $1.7M | $412K |
| Integrated Wealth Concepts LLC | $1.4M | $4K |
| Osaic Holdings, Inc. | $758K | $291K |
| Global Retirement Partners, LLC | $671K | $50K |
| NewEdge Advisors, LLC | $428K | $5K |
| Private Trust Co NA | $31K | $25K |
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: VSDA institutional holders, HIDV institutional holders.
Frequently asked questions
How much do VSDA and HIDV overlap?
6.9% by weight, with 12 holdings in common, using holdings for VSDA as of June 30, 2026 and HIDV as of May 31, 2026. The largest shared position is CVX.
Do institutions hold both VSDA and HIDV?
10 Form 13F filers report positions in both, out of 57 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%.