VSDM vs CDX overlap
VSDM and CDX 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: VSDM, SEC Form N-PORT, July 31, 2026; CDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VSDM | CDX |
|---|---|---|
| Envestnet Asset Management Inc. | $200K | $35.0M |
| AE Wealth Management LLC | $129K | $25.0M |
| LPL Financial LLC | $2.9M | $7.8M |
| Commonwealth Equity Services, LLC | $5.0M | $3.6M |
| Soltis Investment Advisors LLC | $488K | $5.8M |
| Osaic Holdings, Inc. | $23K | $5.3M |
| Belpointe Asset Management LLC | $3.9M | $707K |
| Janney Montgomery Scott LLC | $536K | $2.8M |
| Steward Partners Investment Advisory, LLC | $79K | $2.9M |
| JPMorgan Chase & Co | $2.2M | $164K |
| HighTower Advisors, LLC | $1.5M | $464K |
| Advisory Services Network, LLC | $220K | $1.3M |
| Integrated Wealth Concepts LLC | $1.2M | $380 |
| Kestra Advisory Services, LLC | $301K | $403K |
| Lanark Financial, Inc. | $22K | $288K |
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: VSDM institutional holders, CDX institutional holders.
Frequently asked questions
How much do VSDM and CDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for VSDM as of July 31, 2026 and CDX as of June 30, 2026.
Do institutions hold both VSDM and CDX?
18 Form 13F filers report positions in both, out of 198 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%.