VSDA vs SGLC overlap
VSDA and SGLC overlap 6.9% by weight, across 18 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VSDA | SGLC | Overlap |
|---|---|---|---|
| Coca-Cola Co/theKO | 1.42% | 1.74% | 1.42% |
| VISA Inc.-Class aV | 0.85% | 0.88% | 0.85% |
| Mastercard Inc.-aMA | 0.68% | 1.35% | 0.68% |
| CONS Edison Inc.ED | 1.65% | 0.39% | 0.39% |
| Cincinnati FINCINF | 1.14% | 0.36% | 0.36% |
| KLA Corp.KLAC | 1.12% | 0.35% | 0.35% |
| Exxon Mobil Corp.XOM | 0.84% | 0.33% | 0.33% |
| Colgate-PalmolivCL | 2.11% | 0.32% | 0.32% |
| Chevron Corp.CVX | 1.24% | 0.32% | 0.32% |
| Pepsico Inc.PEP | 1.79% | 0.30% | 0.30% |
| Sysco Corp.SYY | 1.67% | 0.30% | 0.30% |
| Garmin Ltd.GRMN | 1.08% | 0.21% | 0.21% |
| Union PAC Corp.UNP | 1.66% | 0.19% | 0.19% |
| Allstate Corp.ALL | 0.82% | 0.18% | 0.18% |
| Cardinal HealthCAH | 0.60% | 0.18% | 0.18% |
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: VSDA, SEC Form N-PORT, June 30, 2026; SGLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSDA | SGLC |
|---|---|---|
| LPL Financial LLC | $7.0M | $747K |
| UBS Group AG | $26K | $24K |
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: VSDA institutional holders, SGLC institutional holders.
Frequently asked questions
How much do VSDA and SGLC overlap?
6.9% by weight, with 18 holdings in common, using holdings for VSDA as of June 30, 2026 and SGLC as of May 31, 2026. The largest shared position is KO.
Do institutions hold both VSDA and SGLC?
2 Form 13F filers report positions in both, out of 54 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%.