# Portfolio overlap — AFDIX vs VMCTX

Comparing **Large Cap Equity Fund** (2026-01-31) and **VANGUARD MEGA CAP INDEX FUND** (2026-02-28).

- Shared positions: 74
- Large Cap Equity Fund covered by VANGUARD MEGA CAP INDEX FUND: 0.5958734008608341925836785683
- VANGUARD MEGA CAP INDEX FUND covered by Large Cap Equity Fund: 0.5958734008608341925836785683

## Large Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085517 | ✓ |
| MICROSOFT CORP | 0.066801 | ✓ |
| ALPHABET INC CL A | 0.064563 | ✓ |
| APPLE INC | 0.047547 | ✓ |
| AMAZON.COM INC | 0.037596 | ✓ |
| BROADCOM INC | 0.031217 | ✓ |
| META PLATFORMS INC CL A | 0.024272 | ✓ |
| NEXTERA ENERGY INC | 0.016890 | ✓ |
| MASTERCARD INC CL A | 0.016687 | ✓ |
| TESLA INC | 0.016049 | ✓ |
| INTL BUS MACH CORP | 0.015346 | ✓ |
| JPMORGAN CHASE and CO | 0.015140 | ✓ |
| LILLY ELI and CO | 0.014962 | ✓ |
| BANK OF AMERICA CORPORATION | 0.014313 | ✓ |
| HOME DEPOT INC | 0.013551 | ✓ |
| REGIONS FINANCIAL CORP | 0.013051 |  |
| ANALOG DEVICES INC | 0.012609 | ✓ |
| CUMMINS INC | 0.011240 |  |
| TJX COS INC | 0.010685 | ✓ |
| PROCTER & GAMBLE | 0.010624 | ✓ |
| S&P GLOBAL INC | 0.010441 | ✓ |
| WELLTOWER INC | 0.010243 | ✓ |
| PROLOGIS INC REIT | 0.010192 | ✓ |
| LINDE PLC | 0.009607 | ✓ |
| AMERICAN EXPRESS CO | 0.009535 | ✓ |
| DANAHER CORP | 0.009532 | ✓ |
| ABBVIE INC | 0.009473 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.009146 | ✓ |
| GILEAD SCIENCES INC | 0.008967 | ✓ |
| WILLIAMS COS INC | 0.008824 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.008745 | ✓ |
| VISA INC-CLASS A | 0.008718 | ✓ |
| APPLIED MATERIALS INC | 0.008547 | ✓ |
| SLB LTD | 0.008064 |  |
| THE CIGNA GROUP | 0.008036 | ✓ |
| HONEYWELL INTL INC | 0.007846 | ✓ |
| XYLEM INC | 0.007809 |  |
| TRANE TECHNOLOGI | 0.007725 | ✓ |
| SYSCO CORP | 0.007714 |  |
| MORGAN STANLEY | 0.007539 | ✓ |
| PEPSICO INC | 0.007482 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.007459 |  |
| EATON CORP PLC | 0.007391 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.007296 | ✓ |
| JOHNSON CONTROLS | 0.007063 | ✓ |
| MARRIOTT INTL-A | 0.006987 | ✓ |
| METLIFE INC | 0.006878 |  |
| NETFLIX INC | 0.006859 | ✓ |
| CHENIERE ENERGY INC | 0.006733 |  |
| COSTCO WHOLESALE CORP | 0.006677 | ✓ |

## VANGUARD MEGA CAP INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085545 | ✓ |
| APPLE INC | 0.081639 | ✓ |
| MICROSOFT CORP | 0.061051 | ✓ |
| AMAZON.COM INC | 0.042257 | ✓ |
| ALPHABET INC CL A | 0.037939 | ✓ |
| BROADCOM INC | 0.031558 | ✓ |
| ALPHABET INC CL C | 0.029931 |  |
| META PLATFORMS INC CL A | 0.029525 | ✓ |
| TESLA INC | 0.023798 | ✓ |
| LILLY ELI and CO | 0.018720 | ✓ |
| BERKSHIRE HATH-B | 0.018348 |  |
| JPMORGAN CHASE and CO | 0.016042 | ✓ |
| EXXON MOBIL CORP | 0.013449 |  |
| JOHNSON&JOHNSON | 0.012518 |  |
| WALMART INC | 0.011733 |  |
| VISA INC-CLASS A | 0.011302 | ✓ |
| MICRON TECHNOLOGY INC | 0.009704 | ✓ |
| COSTCO WHOLESALE CORP | 0.009369 | ✓ |
| MASTERCARD INC CL A | 0.008679 | ✓ |
| ABBVIE INC | 0.008579 | ✓ |
| NETFLIX INC | 0.008530 | ✓ |
| PROCTER & GAMBLE | 0.008172 | ✓ |
| HOME DEPOT INC | 0.007927 | ✓ |
| CHEVRON CORP | 0.007471 |  |
| CATERPILLAR INC | 0.007267 |  |
| GENERAL ELECTRIC CO | 0.007171 |  |
| ADV MICRO DEVICE | 0.006816 |  |
| BANK OF AMERICA CORPORATION | 0.006532 | ✓ |
| MERCK & CO | 0.006428 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006228 |  |
| APPLIED MATERIALS INC | 0.006202 | ✓ |
| LAM RESEARCH CORP | 0.006144 | ✓ |
| PHILIP MORRIS INTL INC | 0.006082 |  |
| CISCO SYSTEMS INC | 0.005908 |  |
| COCA-COLA CO/THE | 0.005870 |  |
| RTX CORP | 0.005682 |  |
| UNITEDHEALTH GRP | 0.005557 | ✓ |
| WELLS FARGO & CO | 0.005349 |  |
| ORACLE CORP | 0.005202 |  |
| GOLDMAN SACHS GROUP INC | 0.005131 | ✓ |
| MCDONALDS CORP | 0.005080 |  |
| LINDE PLC | 0.004963 | ✓ |
| GE VERNOVA LLC | 0.004960 | ✓ |
| PEPSICO INC | 0.004855 | ✓ |
| INTL BUS MACH CORP | 0.004697 | ✓ |
| AMGEN INC | 0.004374 |  |
| ABBOTT LABS | 0.004234 |  |
| KLA CORP | 0.004193 |  |
| AT&T INC | 0.004155 |  |
| MORGAN STANLEY | 0.004153 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-129677` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000410` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000410/0000052848-26-000410-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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