# Portfolio overlap — RND vs VIGAX

Comparing **First Trust Bloomberg R&D Leaders ETF** (2026-03-31) and **VANGUARD GROWTH INDEX FUND** (2026-03-31).

- Shared positions: 42
- First Trust Bloomberg R&D Leaders ETF covered by VANGUARD GROWTH INDEX FUND: 0.6118053221501040354391233069
- VANGUARD GROWTH INDEX FUND covered by First Trust Bloomberg R&D Leaders ETF: 0.6118053221501040354391233069

## First Trust Bloomberg R&D Leaders ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.083121 | ✓ |
| APPLE INC | 0.083009 | ✓ |
| ALPHABET INC CL A | 0.081659 | ✓ |
| AMAZON.COM INC | 0.080243 | ✓ |
| MICROSOFT CORP | 0.068065 | ✓ |
| NETFLIX INC | 0.045592 | ✓ |
| ABBVIE INC | 0.042322 |  |
| BROADCOM INC | 0.039725 | ✓ |
| META PLATFORMS INC CL A | 0.038597 | ✓ |
| LILLY ELI and CO | 0.038081 | ✓ |
| TESLA INC | 0.036758 | ✓ |
| GILEAD SCIENCES INC | 0.027697 |  |
| INTUITIVE SURGICAL INC | 0.026047 | ✓ |
| BOEING CO/THE | 0.024963 | ✓ |
| UBER TECHNOLOGIES INC | 0.024035 | ✓ |
| EATON CORP PLC | 0.022300 |  |
| THE BOOKING HOLDINGS INC | 0.021533 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.018270 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.014885 | ✓ |
| MICRON TECHNOLOGY INC | 0.013411 |  |
| REGENERON PHARMACEUTICALS INC | 0.012607 |  |
| ADV MICRO DEVICE | 0.011692 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.011365 | ✓ |
| TE CONNECTIVITY PLC | 0.009876 |  |
| CISCO SYSTEMS INC | 0.009864 |  |
| APPLIED MATERIALS INC | 0.009656 | ✓ |
| LAM RESEARCH CORP | 0.009522 | ✓ |
| ORACLE CORP | 0.008742 | ✓ |
| DOORDASH INC-A | 0.008447 | ✓ |
| ZOETIS INC CL A | 0.007687 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.006930 | ✓ |
| TEXAS INSTRUMENTS INC | 0.006241 | ✓ |
| ROBLOX CORP - A | 0.005496 | ✓ |
| AXON ENTERPRISE INC | 0.005068 | ✓ |
| ARISTA NETWORKS INC | 0.004545 | ✓ |
| INTUIT INC | 0.004212 | ✓ |
| SERVICENOW INC | 0.003845 | ✓ |
| CORNING INC | 0.003808 |  |
| PALO ALTO NETWORKS INC | 0.003787 | ✓ |
| ADOBE INC | 0.003611 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.003328 | ✓ |
| MARVELL TECHNOLOGY INC | 0.003015 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.002707 | ✓ |
| SYNOPSYS INC | 0.002607 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.002537 | ✓ |
| CLOUDFLARE INC-A | 0.002161 | ✓ |
| FORTINET INC | 0.001851 | ✓ |
| AUTODESK INC | 0.001807 | ✓ |
| SNOWFLAKE INC CL A | 0.001690 | ✓ |
| WORKDAY INC CL A | 0.000981 | ✓ |

## VANGUARD GROWTH INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.133093 | ✓ |
| APPLE INC | 0.123186 | ✓ |
| MICROSOFT CORP | 0.090910 | ✓ |
| ALPHABET INC CL A | 0.055378 | ✓ |
| AMAZON.COM INC | 0.045904 | ✓ |
| BROADCOM INC | 0.044012 | ✓ |
| ALPHABET INC CL C | 0.043841 |  |
| META PLATFORMS INC CL A | 0.041469 | ✓ |
| TESLA INC | 0.034708 | ✓ |
| LILLY ELI and CO | 0.025944 | ✓ |
| VISA INC-CLASS A | 0.016518 |  |
| COSTCO WHOLESALE CORP | 0.014776 |  |
| NETFLIX INC | 0.013572 | ✓ |
| MASTERCARD INC CL A | 0.013309 |  |
| ADV MICRO DEVICE | 0.011134 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.010675 | ✓ |
| LAM RESEARCH CORP | 0.008996 | ✓ |
| ORACLE CORP | 0.008540 | ✓ |
| GE VERNOVA LLC | 0.007960 |  |
| MCDONALDS CORP | 0.007454 |  |
| KLA CORP | 0.006563 |  |
| TJX COS INC | 0.006030 |  |
| INTUITIVE SURGICAL INC | 0.005569 | ✓ |
| BOEING CO/THE | 0.005311 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005294 |  |
| UBER TECHNOLOGIES INC | 0.005054 | ✓ |
| GENERAL ELECTRIC CO | 0.004820 |  |
| WELLTOWER INC | 0.004723 |  |
| APPLIED MATERIALS INC | 0.004661 | ✓ |
| THE BOOKING HOLDINGS INC | 0.004564 | ✓ |
| ARISTA NETWORKS INC | 0.004490 | ✓ |
| PALO ALTO NETWORKS INC | 0.004488 | ✓ |
| INTUIT INC | 0.004129 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.003915 | ✓ |
| STRYKER CORP | 0.003893 |  |
| SERVICENOW INC | 0.003757 | ✓ |
| STARBUCKS CORP | 0.003527 |  |
| ADOBE INC | 0.003444 | ✓ |
| APPLOVIN CORP | 0.003366 |  |
| EQUINIX INC | 0.003362 |  |
| VERTIV HOLDINGS CO | 0.003346 |  |
| SANDISK CORPORATION | 0.003267 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003245 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.003227 | ✓ |
| HOWMET AEROSPACE INC | 0.003211 |  |
| TEXAS INSTRUMENTS INC | 0.003083 | ✓ |
| MARVELL TECHNOLOGY INC | 0.003046 | ✓ |
| SEAGATE TECHNOLO | 0.003014 |  |
| SALESFORCE INC | 0.002891 |  |
| QUANTA SVCS INC | 0.002889 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020531` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020531/0000940400-26-020531-index.htm>
- N-PORT (fund B) — accession `0000036405-26-000315` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000315/0000036405-26-000315-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/>_