VSDB vs BWX overlap
VSDB and BWX 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; BWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VSDB | BWX |
|---|---|---|
| Morgan Stanley | $27K | $74.7M |
| Envestnet Asset Management Inc. | $306K | $15.1M |
| LPL Financial LLC | $844K | $9.1M |
| Integrated Wealth Concepts LLC | $5.2M | $34K |
| MML Investors Services, LLC | $261K | $4.4M |
| Commonwealth Equity Services, LLC | $2.0M | $2.0M |
| Farther Finance Advisors, LLC | $332K | $2.0M |
| Osaic Holdings, Inc. | $63K | $1.8M |
| Royal Bank of Canada | $5K | $1.4M |
| Citadel Advisors LLC | $908K | $504K |
| Cambridge Investment Research Advisors, Inc. | $638K | $626K |
| Wealth Enhancement Advisory Services, LLC | $942K | $216K |
| Concurrent Investment Advisors, LLC | $344K | $544K |
| Kestra Advisory Services, LLC | $523K | $298K |
| Mariner, LLC | $414K | $276K |
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, BWX institutional holders.
Frequently asked questions
How much do VSDB and BWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for VSDB as of June 30, 2026 and BWX as of June 30, 2026.
Do institutions hold both VSDB and BWX?
17 Form 13F filers report positions in both, out of 196 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%.