VTI vs IWD overlap
VTI and IWD overlap 56.6% by weight, across 842 shared holdings.
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Top shared holdings
| Holding | VTI | IWD | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.87% | 5.37% | 5.37% |
| Microsoft Corp.MSFT | 3.83% | 3.88% | 3.83% |
| Amazon.COM Inc.AMZN | 3.19% | 5.93% | 3.19% |
| Berkshire HATH-BBRK/B | 1.24% | 2.61% | 1.24% |
| JPMorgan ChaseJPM | 1.12% | 2.45% | 1.12% |
| Johnson&JohnsonJNJ | 0.84% | 1.71% | 0.84% |
| Exxon Mobil Corp.XOM | 0.78% | 1.59% | 0.78% |
| Intel Corp.INTC | 0.78% | 1.72% | 0.78% |
| Walmart Inc.WMT | 0.69% | 1.27% | 0.69% |
| META Platforms-aMETA | 1.71% | 0.63% | 0.63% |
| Abbvie Inc.ABBV | 0.61% | 1.15% | 0.61% |
| Cisco SystemsCSCO | 0.58% | 1.30% | 0.58% |
| Costco WholesaleCOST | 0.57% | 0.65% | 0.57% |
| Unitedhealth GRPUNH | 0.52% | 1.05% | 0.52% |
| Bank of AmericaBAC | 0.50% | 0.98% | 0.50% |
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: VTI, SEC Form N-PORT, June 30, 2026; IWD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTI | IWD |
|---|---|---|
| Bank of America Corp. | $5.4B | $10.8B |
| Morgan Stanley | $5.5B | $9.9B |
| Vanguard Advisers Inc. | $10.9B | $1.1M |
| Betterment LLC | $8.9B | $698K |
| Wealthfront Advisers LLC | $6.8B | $308K |
| LPL Financial LLC | $3.8B | $980.1M |
| Northern Trust Corp. | $3.6B | $1.0B |
| Envestnet Asset Management Inc. | $2.3B | $1.6B |
| Goldman Sachs Group Inc. | $1.1B | $2.8B |
| JPMorgan Chase & Co | $1.7B | $2.1B |
| Wells Fargo & Company | $2.1B | $1.4B |
| UBS Group AG | $1.6B | $1.5B |
| HB Wealth Management, LLC | $3.1B | $59.3M |
| Ameriprise Financial Inc. | $735.4M | $2.1B |
| FMR LLC | $592.8M | $2.2B |
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: VTI institutional holders, IWD institutional holders.
Frequently asked questions
How much do VTI and IWD overlap?
56.6% by weight, with 842 holdings in common, using holdings for VTI as of June 30, 2026 and IWD as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both VTI and IWD?
1,639 Form 13F filers report positions in both, out of 4,023 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%.