VTEI vs IBDY overlap
VTEI and IBDY 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: VTEI, SEC Form N-PORT, July 31, 2026; IBDY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTEI | IBDY |
|---|---|---|
| Bank of America Corp. | $33.8M | $55.2M |
| Morgan Stanley | $170 | $60.2M |
| HighTower Advisors, LLC | $23.9M | $19.0M |
| Envestnet Asset Management Inc. | $38.7M | $3.3M |
| Commonwealth Equity Services, LLC | $24.9M | $11.2M |
| Summit Financial, LLC | $319K | $29.4M |
| Raymond James Financial Inc. | $3.9M | $19.0M |
| Cetera Investment Advisers | $20.5M | $1.1M |
| Wells Fargo & Company | $11K | $17.5M |
| LPL Financial LLC | $6.1M | $10.0M |
| Royal Bank of Canada | $1.1M | $9.6M |
| Kestra Advisory Services, LLC | $643K | $8.6M |
| Mariner, LLC | $2.3M | $5.8M |
| Jones Financial Companies LLLP | $6.7M | $306K |
| Citadel Advisors LLC | $2.0M | $4.8M |
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: VTEI institutional holders, IBDY institutional holders.
Frequently asked questions
How much do VTEI and IBDY overlap?
0.0% by weight, with 0 holdings in common, using holdings for VTEI as of July 31, 2026 and IBDY as of July 31, 2026.
Do institutions hold both VTEI and IBDY?
42 Form 13F filers report positions in both, out of 301 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%.