# Portfolio overlap — JSGIX vs VUSG

Comparing **U.S. Growth Fund** (2026-03-31) and **VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF** (2026-03-31).

- Shared positions: 14
- U.S. Growth Fund covered by VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF: 0.6398174770707404854162382700
- VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF covered by U.S. Growth Fund: 0.6398174770707404854162382699

## 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 WELLINGTON U.S. GROWTH ACTIVE ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.151491 | ✓ |
| MICROSOFT CORP | 0.115630 | ✓ |
| APPLE INC | 0.084622 | ✓ |
| ALPHABET INC CL A | 0.077960 | ✓ |
| AMAZON.COM INC | 0.060238 | ✓ |
| BROADCOM INC | 0.046761 | ✓ |
| MASTERCARD INC CL A | 0.037431 | ✓ |
| LILLY ELI and CO | 0.030792 | ✓ |
| iShares Russell 1000 Growth ETF | 0.028642 | ✓ |
| TAIWAN SEMIC-ADR | 0.026443 |  |
| META PLATFORMS INC CL A | 0.026280 | ✓ |
| ASML HOLDING-NY | 0.022566 |  |
| COHERENT CORP | 0.020977 |  |
| TESLA INC | 0.019327 | ✓ |
| WELLTOWER INC | 0.019292 | ✓ |
| MERCADOLIBRE INC | 0.019145 |  |
| SHOPIFY INC CL A | 0.016700 |  |
| AIRBNB INC CLASS A | 0.015485 |  |
| Wix.com Ltd | 0.013873 |  |
| AXON ENTERPRISE INC | 0.013354 | ✓ |
| SAMSARA INC-CL A | 0.012591 |  |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.012065 |  |
| NEXTRACKER INC CL A | 0.011899 |  |
| UNITY SOFTWARE INC | 0.011582 |  |
| ARGENX SE - ADR | 0.010771 |  |
| Grab Holdings Ltd | 0.010506 |  |
| VERTEX PHARMACEUTICALS INC | 0.009329 |  |
| NATERA INC | 0.009195 |  |
| CLEAN HARBORS INC | 0.009115 |  |
| HUBSPOT INC | 0.008689 |  |
| DOORDASH INC-A | 0.008605 | ✓ |
| SKYLINE CHAMPION CORP | 0.007228 |  |
| Vanguard Market Liquidity Fund | 0.006186 |  |
| BLOOM ENERGY CORP CL A | 0.006177 |  |
| COUPANG INC A | 0.005443 |  |
| SHAKE SHACK INC - CLASS A | 0.004741 |  |
| REVOLUTION MEDICINES INC | 0.004703 |  |
| FLUTTER ENTER-DI | 0.004167 |  |


## 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 `0000105544-26-000177` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/105544/000010554426000177/0000105544-26-000177-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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