# Portfolio overlap — ASLDX vs VIGAX

Comparing **Select Fund** (2026-01-31) and **VANGUARD GROWTH INDEX FUND** (2026-03-31).

- Shared positions: 32
- Select Fund covered by VANGUARD GROWTH INDEX FUND: 0.6600015408228180162854425431
- VANGUARD GROWTH INDEX FUND covered by Select Fund: 0.6600015408228180162854425432

## Select Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.148829 | ✓ |
| APPLE INC | 0.085055 | ✓ |
| AMAZON.COM INC | 0.075028 | ✓ |
| MICROSOFT CORP | 0.067020 | ✓ |
| ALPHABET INC CL A | 0.061367 | ✓ |
| META PLATFORMS INC CL A | 0.058057 | ✓ |
| ALPHABET INC CL C | 0.046147 | ✓ |
| TESLA INC | 0.041903 | ✓ |
| BROADCOM INC | 0.035320 | ✓ |
| MASTERCARD INC CL A | 0.034425 | ✓ |
| ANALOG DEVICES INC | 0.022038 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.021674 |  |
| KLA CORP | 0.019866 | ✓ |
| LILLY ELI and CO | 0.019523 | ✓ |
| GILEAD SCIENCES INC | 0.017292 |  |
| COSTCO WHOLESALE CORP | 0.016407 | ✓ |
| ORACLE CORP | 0.014224 | ✓ |
| APPLOVIN CORP | 0.013867 | ✓ |
| IONIS PHARMACEUTICALS INC | 0.011979 |  |
| GE VERNOVA LLC | 0.011356 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.010149 | ✓ |
| LOWES COS INC | 0.010134 |  |
| DANAHER CORP | 0.009589 |  |
| TJX COS INC | 0.009316 | ✓ |
| LINCOLN ELECTRIC HLDGS INC | 0.008988 |  |
| NETFLIX INC | 0.008349 | ✓ |
| ZSCALER INC | 0.008247 | ✓ |
| REGENERON PHARMACEUTICALS INC | 0.008021 |  |
| PROGRESSIVE CORP OHIO | 0.007354 |  |
| AMERICAN EXPRESS CO | 0.006891 |  |
| GRACO INC | 0.006687 |  |
| PALANTIR TECHNOLOGIES INC | 0.006135 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.005850 | ✓ |
| CHENIERE ENERGY INC | 0.005785 |  |
| UL SOLUTIONS INC CL A | 0.005763 |  |
| MSCI INC | 0.005609 | ✓ |
| SALESFORCE INC | 0.005230 | ✓ |
| WALT DISNEY CO/T | 0.004988 |  |
| BROADRIDGE FINL | 0.004778 |  |
| MERCURY SYSTEMS INC | 0.004107 |  |
| MARRIOTT INTL-A | 0.004103 | ✓ |
| ROPER TECHNOLOGIES INC | 0.003564 |  |
| VERALTO CORP | 0.003379 |  |
| BURLINGTON STORES INC | 0.003172 | ✓ |
| ROCKET COS INC-A | 0.002827 |  |
| ADOBE INC | 0.002672 | ✓ |
| STRYKER CORP | 0.002451 | ✓ |
| AIRBNB INC CLASS A | 0.002284 | ✓ |
| PINTEREST INC CL A | 0.002086 | ✓ |
| LUMENTUM HOLDINGS INC | 0.002023 | ✓ |

## VANGUARD GROWTH INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.133093 | ✓ |
| APPLE INC | 0.123186 | ✓ |
| MICROSOFT CORP | 0.090910 | ✓ |
| ALPHABET INC CL A | 0.055378 | ✓ |
| AMAZON.COM INC | 0.045904 | ✓ |
| BROADCOM INC | 0.044012 | ✓ |
| ALPHABET INC CL C | 0.043841 | ✓ |
| META PLATFORMS INC CL A | 0.041469 | ✓ |
| TESLA INC | 0.034708 | ✓ |
| LILLY ELI and CO | 0.025944 | ✓ |
| VISA INC-CLASS A | 0.016518 |  |
| COSTCO WHOLESALE CORP | 0.014776 | ✓ |
| NETFLIX INC | 0.013572 | ✓ |
| MASTERCARD INC CL A | 0.013309 | ✓ |
| ADV MICRO DEVICE | 0.011134 |  |
| PALANTIR TECHNOLOGIES INC | 0.010675 | ✓ |
| LAM RESEARCH CORP | 0.008996 |  |
| ORACLE CORP | 0.008540 | ✓ |
| GE VERNOVA LLC | 0.007960 | ✓ |
| MCDONALDS CORP | 0.007454 |  |
| KLA CORP | 0.006563 | ✓ |
| TJX COS INC | 0.006030 | ✓ |
| INTUITIVE SURGICAL INC | 0.005569 |  |
| BOEING CO/THE | 0.005311 |  |
| AMPHENOL CORPORATION CL A | 0.005294 |  |
| UBER TECHNOLOGIES INC | 0.005054 |  |
| GENERAL ELECTRIC CO | 0.004820 |  |
| WELLTOWER INC | 0.004723 |  |
| APPLIED MATERIALS INC | 0.004661 |  |
| THE BOOKING HOLDINGS INC | 0.004564 |  |
| ARISTA NETWORKS INC | 0.004490 |  |
| PALO ALTO NETWORKS INC | 0.004488 |  |
| INTUIT INC | 0.004129 |  |
| VERTEX PHARMACEUTICALS INC | 0.003915 |  |
| STRYKER CORP | 0.003893 | ✓ |
| SERVICENOW INC | 0.003757 |  |
| STARBUCKS CORP | 0.003527 |  |
| ADOBE INC | 0.003444 | ✓ |
| APPLOVIN CORP | 0.003366 | ✓ |
| EQUINIX INC | 0.003362 |  |
| VERTIV HOLDINGS CO | 0.003346 |  |
| SANDISK CORPORATION | 0.003267 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003245 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.003227 | ✓ |
| HOWMET AEROSPACE INC | 0.003211 |  |
| TEXAS INSTRUMENTS INC | 0.003083 |  |
| MARVELL TECHNOLOGY INC | 0.003046 |  |
| SEAGATE TECHNOLO | 0.003014 |  |
| SALESFORCE INC | 0.002891 | ✓ |
| QUANTA SVCS INC | 0.002889 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-129585` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/100334/000119312526129585/0001193125-26-129585-index.htm>
- N-PORT (fund B) — accession `0000036405-26-000315` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000315/0000036405-26-000315-index.htm>

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