VSMV vs BEDY overlap
VSMV and BEDY overlap 11.2% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VSMV | BEDY | Overlap |
|---|---|---|---|
| Unitedhealth GRPUNH | 2.79% | 3.96% | 2.79% |
| Johnson&JohnsonJNJ | 3.99% | 2.52% | 2.52% |
| L3harris TechnolLHX | 1.87% | 1.84% | 1.84% |
| Exxon Mobil Corp.XOM | 3.25% | 1.77% | 1.77% |
| Bristol-MYER SQBBMY | 2.08% | 1.19% | 1.19% |
| Colgate-PalmolivCL | 0.42% | 3.16% | 0.42% |
| Capital One FINACOF | 0.26% | 0.81% | 0.26% |
| Old Repub IntlORI | 0.24% | 1.71% | 0.24% |
| Newmont Corp.NEM | 0.20% | 1.88% | 0.20% |
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: VSMV, SEC Form N-PORT, June 30, 2026; BEDY, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | VSMV | BEDY |
|---|---|---|
| LPL Financial LLC | $4.0M | $19.4M |
| Raymond James Financial Inc. | $3.5M | $6.8M |
| Morgan Stanley | $8.8M | $51K |
| Royal Bank of Canada | $5.7M | $5K |
| Commonwealth Equity Services, LLC | $385K | $4.1M |
| Trilogy Capital Inc. | $1.3M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $544K | $786K |
| Osaic Holdings, Inc. | $44K | $789K |
| Integrated Wealth Concepts LLC | $31K | $501K |
| Steward Partners Investment Advisory, LLC | $60K | $136K |
| Wells Fargo & Company | $55K | $130K |
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: VSMV institutional holders, BEDY institutional holders.
Frequently asked questions
How much do VSMV and BEDY overlap?
11.2% by weight, with 9 holdings in common, using holdings for VSMV as of June 30, 2026 and BEDY as of May 29, 2026. The largest shared position is UNH.
Do institutions hold both VSMV and BEDY?
11 Form 13F filers report positions in both, out of 58 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%.