VOOG vs HDV overlap
VOOG and HDV overlap 1.9% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VOOG: May 31, 2026, HDV: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VOOG | HDV | Overlap |
|---|---|---|---|
| Abbvie Inc.ABBV | 0.49% | 6.16% | 0.49% |
| Philip Morris inPM | 0.43% | 4.44% | 0.43% |
| Coca-Cola Co/theKO | 0.36% | 4.09% | 0.36% |
| Amgen Inc.AMGN | 0.34% | 2.71% | 0.34% |
| McDonalds Corp.MCD | 0.24% | 2.31% | 0.24% |
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: VOOG, SEC Form N-PORT, May 31, 2026; HDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VOOG | HDV |
|---|---|---|
| JPMorgan Chase & Co | $1.1B | $183.8M |
| Bank of America Corp. | $383.6M | $564.1M |
| Morgan Stanley | $432.7M | $476.1M |
| LPL Financial LLC | $272.3M | $462.8M |
| UBS Group AG | $310.1M | $218.7M |
| Envestnet Asset Management Inc. | $214.3M | $168.2M |
| Wells Fargo & Company | $134.9M | $192.3M |
| Raymond James Financial Inc. | $119.5M | $124.2M |
| Ameriprise Financial Inc. | $156.3M | $81.1M |
| Jones Financial Companies LLLP | $36.3M | $174.9M |
| Royal Bank of Canada | $36.3M | $173.7M |
| Alliancebernstein L.P. | $8.8M | $199.5M |
| Osaic Holdings, Inc. | $97.1M | $57.2M |
| Janney Montgomery Scott LLC | $26.1M | $123.0M |
| Cetera Investment Advisers | $37.9M | $97.1M |
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: VOOG institutional holders, HDV institutional holders.
Frequently asked questions
How much do VOOG and HDV overlap?
1.9% by weight, with 5 holdings in common, using holdings for VOOG as of May 31, 2026 and HDV as of July 31, 2026. The largest shared position is ABBV.
Do institutions hold both VOOG and HDV?
367 Form 13F filers report positions in both, out of 1,264 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%.