VSDB vs BAB overlap
VSDB and BAB 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: VSDB, SEC Form N-PORT, June 30, 2026; BAB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSDB | BAB |
|---|---|---|
| Morgan Stanley | $27K | $18.6M |
| Envestnet Asset Management Inc. | $306K | $16.8M |
| LPL Financial LLC | $844K | $11.8M |
| Integrated Wealth Concepts LLC | $5.2M | $784K |
| Cambridge Investment Research Advisors, Inc. | $638K | $5.0M |
| Osaic Holdings, Inc. | $63K | $3.1M |
| Royal Bank of Canada | $5K | $2.9M |
| MML Investors Services, LLC | $261K | $2.3M |
| Commonwealth Equity Services, LLC | $2.0M | $460K |
| Sanctuary Advisors, LLC | $1.6M | $662K |
| Kestra Advisory Services, LLC | $523K | $895K |
| Farther Finance Advisors, LLC | $332K | $403 |
| Aptus Capital Advisors, LLC | $187K | $28K |
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: VSDB institutional holders, BAB institutional holders.
Frequently asked questions
How much do VSDB and BAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for VSDB as of June 30, 2026 and BAB as of May 31, 2026.
Do institutions hold both VSDB and BAB?
13 Form 13F filers report positions in both, out of 222 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%.