VTC vs LDUR overlap
VTC and LDUR overlap 0.3% by weight, across 16 shared holdings.
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Top shared holdings
| Holding | VTC | LDUR | Overlap |
|---|---|---|---|
| Banco SantanderSANTAN | 0.05% | 0.09% | 0.05% |
| Salesforce Inc.CRM | 0.04% | 0.33% | 0.04% |
| HSBC Holdings | 0.04% | 0.33% | 0.04% |
| Global Payments Inc. 4.5% 11/15/2028 | 0.03% | 0.14% | 0.03% |
| Pacific Gas&ELECPCG | 0.03% | 0.23% | 0.03% |
| Sumisho Air LEASSUMIAL | 0.02% | 0.14% | 0.02% |
| VICI Properties LP 4.75% 04/01/2028VICI | 0.02% | 0.04% | 0.02% |
| Hyatt Hotels | 0.01% | 0.13% | 0.01% |
| Energy TransferET | 0.02% | 0.01% | 0.01% |
| Firstenergy Penn | 0.01% | 0.25% | 0.01% |
| Vistra Operation | 0.01% | 0.08% | 0.01% |
| Jersey CENT P&L | 0.01% | 0.24% | 0.01% |
| Peacehealth OBLI | 0.00% | 0.33% | 0.00% |
| Canadian NATL RE | 0.00% | 0.05% | 0.00% |
| Southern Cal ED | 0.00% | 0.24% | 0.00% |
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: VTC, SEC Form N-PORT, May 31, 2026; LDUR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTC | LDUR |
|---|---|---|
| FMR LLC | $20K | $239.1M |
| LPL Financial LLC | $14.6M | $71.3M |
| Bank of America Corp. | $43.5M | $42.2M |
| Axxcess Wealth Management, LLC | $56.3M | $1.0M |
| Capital Asset Advisory Services LLC | $56.5M | $405K |
| Wells Fargo & Company | $49 | $54.5M |
| Morgan Stanley | $1.2M | $37.7M |
| Citadel Advisors LLC | $32.0M | $1.1M |
| JPMorgan Chase & Co | $278K | $31.7M |
| Envestnet Asset Management Inc. | $5.4M | $25.0M |
| MML Investors Services, LLC | $25.9M | $406K |
| UBS Group AG | $15.0M | $9.9M |
| Royal Bank of Canada | $7.2M | $16.1M |
| OneDigital Investment Advisors LLC | $1.1M | $14.9M |
| CoreCap Advisors, LLC | $13.2M | $21K |
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: VTC institutional holders, LDUR institutional holders.
Frequently asked questions
How much do VTC and LDUR overlap?
0.3% by weight, with 16 holdings in common, using holdings for VTC as of May 31, 2026 and LDUR as of June 30, 2026. The largest shared position is SANTAN.
Do institutions hold both VTC and LDUR?
53 Form 13F filers report positions in both, out of 269 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%.