# Portfolio overlap — LBWIX vs VIVAX

Comparing **BrandywineGLOBAL - Diversified US Large Cap Value Fund** (2026-03-31) and **VANGUARD VALUE INDEX FUND** (2026-03-31).

- Shared positions: 114
- BrandywineGLOBAL - Diversified US Large Cap Value Fund covered by VANGUARD VALUE INDEX FUND: 0.4034341833844814046058293144
- VANGUARD VALUE INDEX FUND covered by BrandywineGLOBAL - Diversified US Large Cap Value Fund: 0.4034341833844814046058293147

## BrandywineGLOBAL - Diversified US Large Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EXXON MOBIL CORP | 0.049499 | ✓ |
| JPMORGAN CHASE and CO | 0.047940 | ✓ |
| JOHNSON&JOHNSON | 0.039355 | ✓ |
| BANK OF AMERICA CORPORATION | 0.025592 | ✓ |
| MORGAN STANLEY | 0.021197 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.021133 | ✓ |
| WALT DISNEY CO/T | 0.020596 | ✓ |
| WELLS FARGO & CO | 0.019653 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.018369 | ✓ |
| AT&T INC | 0.017878 | ✓ |
| QUALCOMM INC | 0.016461 | ✓ |
| PROCTER & GAMBLE | 0.016349 | ✓ |
| iShares Trust RUSSELL 1000 VALUE ETF | 0.016262 |  |
| PEPSICO INC | 0.016062 | ✓ |
| AMGEN INC | 0.014763 | ✓ |
| MERCK & CO | 0.014555 | ✓ |
| LOWES COS INC | 0.014525 | ✓ |
| CITIGROUP INC | 0.014054 | ✓ |
| HCA HEALTHCARE INC | 0.013853 | ✓ |
| ALTRIA GROUP INC | 0.013329 | ✓ |
| GILEAD SCIENCES INC | 0.012783 | ✓ |
| MICRON TECHNOLOGY INC | 0.012527 | ✓ |
| NEWMONT CORP | 0.011619 | ✓ |
| CHUBB LTD | 0.011449 |  |
| T-MOBILE US INC | 0.011272 | ✓ |
| MEDTRONIC PLC | 0.011245 |  |
| FEDEX CORP | 0.010426 | ✓ |
| AMERICAN EXPRESS CO | 0.010330 | ✓ |
| 3M CO | 0.009211 | ✓ |
| TRAVELERS COS IN | 0.009108 | ✓ |
| KINDER MORGAN INC | 0.009030 | ✓ |
| PHILLIPS 66 | 0.008888 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.008736 | ✓ |
| DUKE ENERGY CORP NEW | 0.008305 | ✓ |
| SCHWAB CHARLES CORP | 0.008070 | ✓ |
| EOG RESOURCES INC | 0.008041 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.008038 | ✓ |
| CVS HEALTH CORP | 0.007849 | ✓ |
| META PLATFORMS INC CL A | 0.007537 |  |
| GENERAL MOTORS CO | 0.007342 | ✓ |
| DIAMONDBACK ENERGY INC | 0.006948 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006830 | ✓ |
| MONDELEZ INTL INC | 0.006637 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.006566 | ✓ |
| TARGET CORP | 0.006504 | ✓ |
| Western Asset Premier Institutional US Treasury Reserves | 0.006233 |  |
| CENCORA INC | 0.006131 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.006091 | ✓ |
| CORTEVA INC | 0.005881 | ✓ |
| FORD MOTOR CO | 0.005563 | ✓ |

## VANGUARD VALUE INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BERKSHIRE HATH-B | 0.030484 |  |
| JPMORGAN CHASE and CO | 0.030252 | ✓ |
| EXXON MOBIL CORP | 0.028899 | ✓ |
| JOHNSON&JOHNSON | 0.024082 | ✓ |
| WALMART INC | 0.022271 |  |
| CHEVRON CORP | 0.016033 |  |
| ABBVIE INC | 0.015721 |  |
| MICRON TECHNOLOGY INC | 0.015544 | ✓ |
| PROCTER & GAMBLE | 0.013722 | ✓ |
| CATERPILLAR INC | 0.013476 |  |
| HOME DEPOT INC | 0.013384 |  |
| BANK OF AMERICA CORPORATION | 0.012257 | ✓ |
| MERCK & CO | 0.012158 | ✓ |
| CISCO SYSTEMS INC | 0.011276 |  |
| COCA-COLA CO/THE | 0.010697 |  |
| RTX CORP | 0.010585 |  |
| PHILIP MORRIS INTL INC | 0.010521 |  |
| WELLS FARGO & CO | 0.010042 | ✓ |
| UNITEDHEALTH GRP | 0.010020 |  |
| GOLDMAN SACHS GROUP INC | 0.009753 | ✓ |
| LINDE PLC | 0.009392 |  |
| INTL BUS MACH CORP | 0.009295 |  |
| PEPSICO INC | 0.008676 | ✓ |
| Vanguard Market Liquidity Fund | 0.008402 |  |
| AT&T INC | 0.008296 | ✓ |
| MORGAN STANLEY | 0.008012 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.007790 | ✓ |
| AMGEN INC | 0.007754 | ✓ |
| CITIGROUP INC | 0.007629 | ✓ |
| NEXTERA ENERGY INC | 0.007500 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007464 |  |
| ABBOTT LABS | 0.007293 |  |
| INTEL CORP | 0.007209 |  |
| GILEAD SCIENCES INC | 0.007073 | ✓ |
| WALT DISNEY CO/T | 0.006979 | ✓ |
| CONOCOPHILLIPS | 0.006596 | ✓ |
| PFIZER INC | 0.006527 | ✓ |
| SCHWAB CHARLES CORP | 0.006395 | ✓ |
| ANALOG DEVICES INC | 0.006349 |  |
| AMERICAN EXPRESS CO | 0.005943 | ✓ |
| DEERE & CO | 0.005909 |  |
| UNION PACIFIC CORP | 0.005885 |  |
| HONEYWELL INTL INC | 0.005874 |  |
| GENERAL ELECTRIC CO | 0.005779 |  |
| LOCKHEED MARTIN CORP | 0.005685 |  |
| EATON CORP PLC | 0.005679 |  |
| BERKSHIRE HATHAWAY INC CL A | 0.005627 |  |
| QUALCOMM INC | 0.005617 | ✓ |
| APPLIED MATERIALS INC | 0.005544 |  |
| BLACKROCK INC | 0.005503 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020727` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1474103/000094040026020727/0000940400-26-020727-index.htm>
- N-PORT (fund B) — accession `0000036405-26-000320` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000320/0000036405-26-000320-index.htm>

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