VSDB vs IBDZ overlap
VSDB and IBDZ 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; IBDZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VSDB | IBDZ |
|---|---|---|
| Aptus Capital Advisors, LLC | $187K | $61.3M |
| Morgan Stanley | $27K | $39.5M |
| Royal Bank of Canada | $5K | $19.4M |
| Commonwealth Equity Services, LLC | $2.0M | $10.1M |
| Citadel Advisors LLC | $908K | $7.2M |
| Kestra Advisory Services, LLC | $523K | $7.6M |
| Wealth Enhancement Advisory Services, LLC | $942K | $3.0M |
| LPL Financial LLC | $844K | $2.2M |
| Envestnet Asset Management Inc. | $306K | $2.1M |
| Osaic Holdings, Inc. | $63K | $659K |
| MML Investors Services, LLC | $261K | $323K |
| Concurrent Investment Advisors, LLC | $344K | $203K |
| Blue Trust, Inc. | $25K | $19K |
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, IBDZ institutional holders.
Frequently asked questions
How much do VSDB and IBDZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for VSDB as of June 30, 2026 and IBDZ as of July 31, 2026.
Do institutions hold both VSDB and IBDZ?
13 Form 13F filers report positions in both, out of 169 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%.