VTP vs GLDI overlap
1 institutions report holding both VTP and GLDI.
VTPGLDI
Pick 2 to 4 ETFs.
We don’t have holdings for GLDI. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 52 holding any
VTP0.9% of its 13F dollars, 5.0% of its 20 holders
GLDI8.7% of its 13F dollars, 3.0% of its 33 holders
Largest institutions holding both
| Firm | VTP | GLDI |
|---|---|---|
| Osaic Holdings, Inc. | $192K | $1.8M |
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: VTP institutional holders, GLDI institutional holders.
Frequently asked questions
Do institutions hold both VTP and GLDI?
1 Form 13F filers report positions in both, out of 52 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%.