# Portfolio overlap — JSGCX vs VMGAX

Comparing **U.S. Growth Fund** (2026-03-31) and **VANGUARD MEGA CAP GROWTH INDEX FUND** (2026-03-31).

- Shared positions: 19
- U.S. Growth Fund covered by VANGUARD MEGA CAP GROWTH INDEX FUND: 0.6364440610655127646086056882
- VANGUARD MEGA CAP GROWTH INDEX FUND covered by U.S. Growth Fund: 0.6364440610655127646086056882

## U.S. Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.142078 | ✓ |
| APPLE INC | 0.099536 | ✓ |
| MICROSOFT CORP | 0.095585 | ✓ |
| ALPHABET INC CL A | 0.071387 | ✓ |
| BROADCOM INC | 0.056351 | ✓ |
| AMAZON.COM INC | 0.048909 | ✓ |
| LILLY ELI and CO | 0.037480 | ✓ |
| MASTERCARD INC CL A | 0.031672 | ✓ |
| META PLATFORMS INC CL A | 0.027281 | ✓ |
| TESLA INC | 0.024655 | ✓ |
| ABBVIE INC | 0.024114 |  |
| NETFLIX INC | 0.023734 | ✓ |
| KLA CORP | 0.017722 | ✓ |
| WELLTOWER INC | 0.015946 | ✓ |
| THE BOOKING HOLDINGS INC | 0.014621 | ✓ |
| TARGA RESOURCES CORP | 0.012156 |  |
| FLEX LTD | 0.011933 |  |
| iShares Russell 1000 Growth ETF | 0.011159 |  |
| CADENCE DESIGN SYSTEMS INC | 0.010972 | ✓ |
| TRIMBLE INC | 0.010583 |  |
| CENCORA INC | 0.010361 |  |
| Spotify Technology SA | 0.010054 |  |
| TENET HEALTHCARE CORP | 0.009630 |  |
| MONSTER BEVERAGE CORP | 0.009595 | ✓ |
| PACCAR INC | 0.009585 |  |
| CH ROBINSON WORLDWIDE INC | 0.009055 |  |
| SIMON PROPERTY | 0.008913 |  |
| WESCO INTL | 0.008704 |  |
| CAMECO CORP | 0.008563 |  |
| US FOODS HOLDING CORP | 0.008475 |  |
| NXP SEMICONDUCTO | 0.008411 |  |
| INTERACTIVE BROKERS GROUP INC | 0.008060 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.008015 |  |
| DOORDASH INC-A | 0.007798 |  |
| VEEVA SYSTEMS-A | 0.007751 |  |
| ANALOG DEVICES INC | 0.007674 |  |
| NRG ENERGY INC | 0.007639 |  |
| AXON ENTERPRISE INC | 0.007501 |  |
| JABIL INC | 0.007454 |  |
| UNITED THERAPEUTICS CORP DEL | 0.007338 |  |
| PARKER HANNIFIN CORP | 0.007066 |  |
| WATERS CORP | 0.006725 |  |
| FREEPORT MCMORAN INC | 0.006677 |  |
| Viking Holdings Ltd | 0.005487 |  |
| PALANTIR TECHNOLOGIES INC | 0.005206 | ✓ |
| SANDISK CORPORATION | 0.004595 | ✓ |
| SSC GOVERNMENT MM GVMXX   / | 0.003241 |  |
| POOL CORP | 0.002556 |  |

## VANGUARD MEGA CAP GROWTH INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.137432 | ✓ |
| APPLE INC | 0.125956 | ✓ |
| MICROSOFT CORP | 0.090120 | ✓ |
| ALPHABET INC CL A | 0.055113 | ✓ |
| AMAZON.COM INC | 0.045918 | ✓ |
| BROADCOM INC | 0.044029 | ✓ |
| ALPHABET INC CL C | 0.043650 |  |
| TESLA INC | 0.041810 | ✓ |
| META PLATFORMS INC CL A | 0.041704 | ✓ |
| LILLY ELI and CO | 0.031714 | ✓ |
| VISA INC-CLASS A | 0.019672 |  |
| NETFLIX INC | 0.017571 | ✓ |
| MASTERCARD INC CL A | 0.017239 | ✓ |
| ADV MICRO DEVICE | 0.014941 |  |
| PALANTIR TECHNOLOGIES INC | 0.014158 | ✓ |
| LAM RESEARCH CORP | 0.012510 |  |
| ORACLE CORP | 0.011766 |  |
| GE VERNOVA LLC | 0.011388 |  |
| KLA CORP | 0.009759 | ✓ |
| TJX COS INC | 0.008959 |  |
| INTUITIVE SURGICAL INC | 0.008305 |  |
| AMPHENOL CORPORATION CL A | 0.008025 |  |
| BOEING CO/THE | 0.007847 |  |
| UBER TECHNOLOGIES INC | 0.007747 |  |
| WELLTOWER INC | 0.007387 | ✓ |
| PALO ALTO NETWORKS INC | 0.007125 |  |
| THE BOOKING HOLDINGS INC | 0.007119 | ✓ |
| ARISTA NETWORKS INC | 0.007031 |  |
| INTUIT INC | 0.006564 |  |
| VERTEX PHARMACEUTICALS INC | 0.006478 |  |
| MCDONALDS CORP | 0.006295 |  |
| SANDISK CORPORATION | 0.006198 | ✓ |
| SERVICENOW INC | 0.006020 |  |
| EQUINIX INC | 0.005978 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005571 |  |
| BOSTON SCIENTIFIC CORP | 0.005489 |  |
| APPLOVIN CORP | 0.005473 |  |
| O'REILLY AUTOMOTIVE INC | 0.005117 |  |
| SALESFORCE INC | 0.005101 |  |
| CADENCE DESIGN SYSTEMS INC | 0.004989 | ✓ |
| SYNOPSYS INC | 0.004897 |  |
| MARRIOTT INTL-A | 0.004875 |  |
| ECOLAB INC | 0.004652 |  |
| MOODYS CORP | 0.004549 |  |
| CORNING INC | 0.004447 |  |
| S&P GLOBAL INC | 0.004432 |  |
| MARVELL TECHNOLOGY INC | 0.004096 |  |
| MONSTER BEVERAGE CORP | 0.004009 | ✓ |
| AIRBNB INC CLASS A | 0.003932 |  |
| T-MOBILE US INC | 0.003862 |  |


## Sources

- N-PORT (fund A) — accession `0001329954-26-000030` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1329954/000132995426000030/0001329954-26-000030-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000470` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000470/0000052848-26-000470-index.htm>

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