# Portfolio overlap — FSTCX vs VTCAX

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **VANGUARD COMMUNICATION SERVICES INDEX FUND** (2026-02-28).

- Shared positions: 20
- Select Telecommunications Portfolio covered by VANGUARD COMMUNICATION SERVICES INDEX FUND: 0.1743644494689579766295064583
- VANGUARD COMMUNICATION SERVICES INDEX FUND covered by Select Telecommunications Portfolio: 0.1743644494689579766295064583

## Select Telecommunications Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERIZON COMMUNICATIONS INC | 0.224021 | ✓ |
| AT&T INC | 0.214076 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.074612 |  |
| T-MOBILE US INC | 0.059976 | ✓ |
| AST SPACEMOBILE INC | 0.047028 | ✓ |
| GLOBALSTAR INC | 0.040831 | ✓ |
| Fidelity Cash Central Fund | 0.040252 |  |
| IRIDIUM COMMUNICATIONS INC | 0.038005 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.035989 | ✓ |
| LIBERTY LATIN AMERICA LTD CL C | 0.029025 |  |
| UNITI GROUP INC | 0.025124 | ✓ |
| IDT CORP CL B NEW | 0.023974 | ✓ |
| COMCAST CORP CL A | 0.022587 | ✓ |
| GCI LIBERTY INC. - CL C | 0.020231 | ✓ |
| TELEPHONE & DATA | 0.019693 | ✓ |
| US CELLULAR CORP | 0.019079 | ✓ |
| LIBERTY GLOBAL LTD CL A | 0.012401 |  |
| LIBERTY GLOBAL LTD C | 0.012264 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.011458 | ✓ |
| LIBERTY LATIN AMERICA LTD CL A | 0.008911 |  |
| ECHOSTAR CORP CL A | 0.008899 | ✓ |
| ANTERIX INC | 0.005171 | ✓ |
| BANDWIDTH INC-A | 0.002455 | ✓ |
| GCI LIBERTY INC. A | 0.002046 | ✓ |
| SHENANDOAH TELECOM CO | 0.001345 | ✓ |
| SPOK HOLDINGS INC | 0.000547 | ✓ |

## VANGUARD COMMUNICATION SERVICES INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.231940 |  |
| ALPHABET INC CL A | 0.142371 |  |
| ALPHABET INC CL C | 0.097014 |  |
| VERIZON COMMUNICATIONS INC | 0.046410 | ✓ |
| AT&T INC | 0.043188 | ✓ |
| WALT DISNEY CO/T | 0.039701 |  |
| NETFLIX INC | 0.036662 |  |
| WARNER BROS DISCOVERY INC | 0.030562 |  |
| COMCAST CORP CL A | 0.029861 | ✓ |
| T-MOBILE US INC | 0.028258 | ✓ |
| ELECTRONIC ARTS INC | 0.018196 |  |
| OMNICOM GROUP INC | 0.017097 |  |
| LIVE NATION ENTERTAINMENT INC | 0.016471 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.015619 |  |
| ROBLOX CORP - A | 0.013366 |  |
| CHARTER COMMUNICATIONS INC A | 0.013064 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.012200 |  |
| ECHOSTAR CORP CL A | 0.010194 | ✓ |
| AST SPACEMOBILE INC | 0.009995 | ✓ |
| TKO GROUP HOLDINGS INC | 0.009799 |  |
| REDDIT INC-A | 0.009237 |  |
| ROKU INC CLASS A | 0.008035 |  |
| NEW YORK TIMES CO CL A | 0.007703 |  |
| TRADE DESK INC-A | 0.006654 |  |
| PINTEREST INC CL A | 0.006446 |  |
| NEWS CORP NEW CL A | 0.005702 |  |
| FOX CORP CL A | 0.005602 |  |
| FOX CORPORATION B | 0.004958 |  |
| NEXSTAR MEDIA GROUP INC | 0.004532 |  |
| MATCH GROUP INC | 0.004528 |  |
| LUMEN TECHNOLOGIES INC | 0.004346 | ✓ |
| LIBERTY BROADBAND CORP C | 0.003920 |  |
| SNAP INC - A | 0.003516 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.003240 |  |
| Vanguard Market Liquidity Fund | 0.003156 |  |
| TELEPHONE & DATA | 0.002878 | ✓ |
| PARAMOUNT SKYDANCE CORP | 0.002709 |  |
| SIRIUS XM HOLDINGS INC | 0.002553 |  |
| WARNER MUSIC GRP CORP CL A | 0.002357 |  |
| TEGNA INC | 0.002118 |  |
| NEWS CORP NEW CL B | 0.002072 |  |
| GLOBALSTAR INC | 0.001981 | ✓ |
| SPHERE ENTERTAINMENT CO | 0.001913 |  |
| CINEMARK HOLDINGS INC | 0.001831 |  |
| IAC INC | 0.001700 |  |
| CARGURUS INC CL A | 0.001639 |  |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP | 0.001530 |  |
| IRIDIUM COMMUNICATIONS INC | 0.001433 | ✓ |
| LIBERTY GLOBAL LTD COMMON STOCK USD.01 | 0.001318 |  |
| VERSANT MEDIA GROUP INC - A | 0.001283 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002675` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002675/0000035402-26-002675-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000414` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000414/0000052848-26-000414-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_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._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_