# Portfolio overlap — PSSIX vs VTMSX

Comparing **SmallCap S&P 600 Index Fund** (2026-01-31) and **VANGUARD TAX-MANAGED SMALL-CAP FUND** (2026-03-31).

- Shared positions: 577
- SmallCap S&P 600 Index Fund covered by VANGUARD TAX-MANAGED SMALL-CAP FUND: 0.8598716301367648833938891893
- VANGUARD TAX-MANAGED SMALL-CAP FUND covered by SmallCap S&P 600 Index Fund: 0.8598716301367648833938891893

## SmallCap S&P 600 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Principal Government Money Market Fund - Class R-6 | 0.013345 |  |
| SOLSTICE ADV MAT | 0.006192 |  |
| ADV ENERGY INDS | 0.006087 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.006054 |  |
| MOOG INC-CLASS A | 0.005482 |  |
| ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E | 0.005369 |  |
| LKQ CORP | 0.005311 | ✓ |
| INTERDIGITAL INC | 0.005308 |  |
| CARETRUST REIT INC | 0.005266 |  |
| LUMEN TECHNOLOGIES INC | 0.005256 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.005164 | ✓ |
| JACKSON FINANCIAL INC | 0.005105 | ✓ |
| PRIMORIS SVCS CORP | 0.005059 | ✓ |
| SITIME CORP | 0.005028 |  |
| ARMSTRONG WORLD INDUSTRIES INC | 0.005005 | ✓ |
| EASTMAN CHEMICAL CO | 0.004994 | ✓ |
| SANMINA CORP | 0.004883 | ✓ |
| KRYSTAL BIOTECH INC | 0.004552 | ✓ |
| LINCOLN NATL CRP | 0.004443 | ✓ |
| BRINKER INTL | 0.004426 | ✓ |
| SEMTECH CORP | 0.004371 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.004338 | ✓ |
| GLAUKOS CORP | 0.004330 | ✓ |
| AIR LEASE CORP CL A | 0.004288 | ✓ |
| ELEMENT SOLUTIONS INC | 0.004181 | ✓ |
| FED SIGNAL CORP | 0.004151 | ✓ |
| QORVO INC | 0.004148 | ✓ |
| CARMAX INC | 0.004131 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.004122 | ✓ |
| TERRENO REALTY CORP | 0.004019 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.003982 | ✓ |
| MARKETAXESS HLDGS INC | 0.003973 | ✓ |
| SEALED AIR CORP | 0.003892 | ✓ |
| MIRION TECHNOLOGIES INC-A | 0.003888 | ✓ |
| MOHAWK INDUSTRIES INC | 0.003883 | ✓ |
| VIASAT INC | 0.003859 | ✓ |
| PTC THERAPEUTICS INC | 0.003830 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.003799 | ✓ |
| RALLIANT CORP | 0.003774 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.003768 | ✓ |
| GATES INDUSTRIAL | 0.003755 | ✓ |
| ESCO TECHNOLOGIES INC | 0.003722 | ✓ |
| PIPER SANDLER COS | 0.003639 |  |
| ARCOSA INC | 0.003546 | ✓ |
| AXOS FINANCIAL INC | 0.003541 | ✓ |
| ALKERMES PLC | 0.003534 | ✓ |
| ATLANTIC UNION B | 0.003496 | ✓ |
| BALCHEM CORP | 0.003481 | ✓ |
| AMENTUM HOLDINGS INC | 0.003464 | ✓ |
| FORMFACTOR INC | 0.003451 | ✓ |

## VANGUARD TAX-MANAGED SMALL-CAP FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EASTMAN CHEMICAL CO | 0.006207 | ✓ |
| FORMFACTOR INC | 0.005297 | ✓ |
| CELANESE CORP | 0.005130 | ✓ |
| ELEMENT SOLUTIONS INC | 0.005051 | ✓ |
| VIAVI SOLUTIONS INC | 0.004929 | ✓ |
| LKQ CORP | 0.004897 | ✓ |
| ESCO TECHNOLOGIES INC | 0.004783 | ✓ |
| ARMSTRONG WORLD INDUSTRIES INC | 0.004754 | ✓ |
| SANMINA CORP | 0.004646 | ✓ |
| AIR LEASE CORP CL A | 0.004595 | ✓ |
| PRIMORIS SVCS CORP | 0.004583 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.004580 | ✓ |
| ARGAN INC | 0.004562 |  |
| FED SIGNAL CORP | 0.004560 | ✓ |
| JACKSON FINANCIAL INC | 0.004524 | ✓ |
| SEMTECH CORP | 0.004483 | ✓ |
| KRYSTAL BIOTECH INC | 0.004401 | ✓ |
| PROTAGONIST THERAPEUTICS INC | 0.004376 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.004306 | ✓ |
| MOLINA HEALTHCARE INC | 0.004258 |  |
| MATCH GROUP INC | 0.004249 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.004241 | ✓ |
| TERRENO REALTY CORP | 0.004207 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.004206 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.004192 | ✓ |
| ARCHROCK INC | 0.004191 | ✓ |
| SEALED AIR CORP | 0.004190 | ✓ |
| NOBLE CORP PLC | 0.004171 | ✓ |
| GLAUKOS CORP | 0.004168 | ✓ |
| LINCOLN NATL CRP | 0.004140 | ✓ |
| CARMAX INC | 0.004133 | ✓ |
| BRINKER INTL | 0.004081 | ✓ |
| EVERUS CONSTRUCTION GROUP INC | 0.004074 | ✓ |
| MAGNOLIA OIL and GAS CORPO CL A | 0.004051 | ✓ |
| SM ENERGY CO | 0.004048 | ✓ |
| MARKETAXESS HLDGS INC | 0.004042 | ✓ |
| VIASAT INC | 0.003989 | ✓ |
| ALKERMES PLC | 0.003948 | ✓ |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.003922 | ✓ |
| QORVO INC | 0.003848 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.003820 | ✓ |
| CAESARS ENTERTAINMENT INC | 0.003712 | ✓ |
| BALCHEM CORP | 0.003712 | ✓ |
| ENPRO INDUSTRIES INC | 0.003701 | ✓ |
| MADISON SQUARE GARDEN SPORTS CORP | 0.003676 | ✓ |
| MATSON INC | 0.003663 | ✓ |
| TELEFLEX INC | 0.003636 | ✓ |
| PAYCOM SOFTWARE INC | 0.003634 |  |
| STONEX GROUP INC | 0.003617 | ✓ |
| PTC THERAPEUTICS INC | 0.003614 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000464` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000464/0000898745-26-000464-index.htm>
- N-PORT (fund B) — accession `0000923202-26-000097` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/923202/000092320226000097/0000923202-26-000097-index.htm>

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