VSDB vs IBTK overlap

VSDB and IBTK overlap 4.0% by weight, across 11 shared holdings.

VSDBIBTK

Pick 2 to 4 ETFs.

4.0%

overlap by weight, across 11 shared holdings

VSDB4.0% of the fund is in shared holdings, of 1,294

IBTK37.8% of the fund is in shared holdings, of 26

Top shared holdings

Holding	VSDB	IBTK	Overlap
US Treasury N/BT	0.55%	4.61%	0.55%
US Treasury N/BT	0.52%	6.08%	0.52%
US Treasury N/BT	0.46%	4.72%	0.46%
US Treasury N/B	0.41%	2.27%	0.41%
US Treasury N/BT	0.41%	4.70%	0.41%
US Treasury N/B	0.39%	2.58%	0.39%
US Treasury N/BT	0.34%	3.54%	0.34%
US Treasury N/B	0.34%	2.30%	0.34%
US Treasury N/BT	0.21%	2.45%	0.21%
US Treasury N/B	0.20%	2.25%	0.20%
US Treasury N/B	0.13%	2.27%	0.13%

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; IBTK, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 210 holding any

VSDB3.9% of its 13F dollars, 30.9% of its 55 holders

IBTK13.1% of its 13F dollars, 9.9% of its 172 holders

Largest institutions holding both

Firm	VSDB	IBTK
Envestnet Asset Management Inc.	$306K	$27.0M
MML Investors Services, LLC	$261K	$20.7M
Royal Bank of Canada	$5K	$9.7M
Morgan Stanley	$27K	$9.4M
Integrated Wealth Concepts LLC	$5.2M	$3.7M
LPL Financial LLC	$844K	$7.7M
CGN Advisors LLC	$7.2M	$418K
Commonwealth Equity Services, LLC	$2.0M	$5.3M
TD Capital Management LLC	$6.2M	$45K
Sanctuary Advisors, LLC	$1.6M	$3.1M
Citadel Advisors LLC	$908K	$1.7M
Kestra Advisory Services, LLC	$523K	$1.7M
Osaic Holdings, Inc.	$63K	$2.1M
Wealth Enhancement Advisory Services, LLC	$942K	$1.2M
Cambridge Investment Research Advisors, Inc.	$638K	$1.1M

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, IBTK institutional holders.

Frequently asked questions

How much do VSDB and IBTK overlap?

4.0% by weight, with 11 holdings in common, using holdings for VSDB as of June 30, 2026 and IBTK as of July 31, 2026. The largest shared position is T.

Do institutions hold both VSDB and IBTK?

17 Form 13F filers report positions in both, out of 210 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%.