# Portfolio overlap — RYLSX vs VTCAX Comparing **Leisure Fund** (2026-03-31) and **VANGUARD COMMUNICATION SERVICES INDEX FUND** (2026-02-28). - Shared positions: 22 - Leisure Fund covered by VANGUARD COMMUNICATION SERVICES INDEX FUND: 0.2452194690714507490842921231 - VANGUARD COMMUNICATION SERVICES INDEX FUND covered by Leisure Fund: 0.2452194690714507490842921231 ## Leisure Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NETFLIX INC | 0.049238 | ✓ | | PHILIP MORRIS INTL INC | 0.037878 | | | MCDONALDS CORP | 0.035694 | | | WALT DISNEY CO/T | 0.031715 | ✓ | | THE BOOKING HOLDINGS INC | 0.027946 | | | ALTRIA GROUP INC | 0.024727 | | | COMCAST CORP CL A | 0.024190 | ✓ | | STARBUCKS CORP | 0.023516 | | | ROYAL CARIBBEAN CRUISES LTD | 0.020922 | | | MARRIOTT INTL-A | 0.020920 | | | HILTON WORLDWIDE HOLDINGS INC | 0.020673 | | | AIRBNB INC CLASS A | 0.020396 | | | WARNER BROS DISCOVERY INC | 0.019629 | ✓ | | ELECTRONIC ARTS INC | 0.019027 | ✓ | | YUM! BRANDS INC | 0.018701 | | | DOORDASH INC-A | 0.018211 | | | CHIPOTLE MEXICAN GRILL INC | 0.015735 | | | ROBLOX CORP - A | 0.015301 | ✓ | | CARNIVAL CORP | 0.015080 | | | TAKE-TWO INTERACTV SOFTWR INC | 0.014221 | ✓ | | SPOTIFY TECHNOLOGY SA | 0.014045 | | | ECHOSTAR CORP CL A | 0.013987 | ✓ | | RESTAURANT BRANDS INTERNATIONAL INC | 0.013823 | | | TKO GROUP HOLDINGS INC | 0.013790 | ✓ | | EXPEDIA INC | 0.013096 | | | LIVE NATION ENTERTAINMENT INC | 0.011963 | ✓ | | DARDEN RESTAURANTS INC | 0.011671 | | | FOX CORP CL A | 0.011300 | ✓ | | VIKING HOLDINGS LTD | 0.011144 | | | CONSTELLATION BRANDS INC CL A | 0.011133 | | | CHARTER COMMUNICATIONS INC A | 0.011116 | ✓ | | TRIP.COM GROUP LTD ADR | 0.010415 | | | SPONSORED ADR | 0.010267 | | | NetEase Inc. SPON ADS EACH REP 25 ORD SH | 0.009839 | | | LAS VEGAS SANDS CORP | 0.009818 | | | ANHEUSER-BUSCH INBEV SPN ADR | 0.009753 | | | NEWS CORP NEW CL A | 0.009663 | ✓ | | DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.009449 | | | HYATT HOTELS CORP CL A | 0.009110 | | | BROWN FORMAN CORP NON VTG CL B | 0.009078 | | | ROKU INC CLASS A | 0.008869 | ✓ | | FLUTTER ENTERTAINMENT PLC | 0.008776 | | | YUM CHINA HOLDINGS INC - XHKG LISTING | 0.008663 | | | WARNER MUSIC GRP CORP CL A | 0.008574 | ✓ | | NEW YORK TIMES CO CL A | 0.008505 | ✓ | | Sportradar Holding AG | 0.008498 | | | HASBRO INC | 0.008227 | | | GENIUS SPORTS LTD | 0.008144 | | | MAKEMYTRIP LTD | 0.008048 | | | TEXAS ROADHOUSE INC | 0.008005 | | ## VANGUARD COMMUNICATION SERVICES INDEX FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | META PLATFORMS INC CL A | 0.231940 | | | ALPHABET INC CL A | 0.142371 | | | ALPHABET INC CL C | 0.097014 | | | VERIZON COMMUNICATIONS INC | 0.046410 | | | AT&T INC | 0.043188 | | | WALT DISNEY CO/T | 0.039701 | ✓ | | NETFLIX INC | 0.036662 | ✓ | | WARNER BROS DISCOVERY INC | 0.030562 | ✓ | | COMCAST CORP CL A | 0.029861 | ✓ | | T-MOBILE US INC | 0.028258 | | | ELECTRONIC ARTS INC | 0.018196 | ✓ | | OMNICOM GROUP INC | 0.017097 | | | LIVE NATION ENTERTAINMENT INC | 0.016471 | ✓ | | TAKE-TWO INTERACTV SOFTWR INC | 0.015619 | ✓ | | ROBLOX CORP - A | 0.013366 | ✓ | | CHARTER COMMUNICATIONS INC A | 0.013064 | ✓ | | LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.012200 | | | ECHOSTAR CORP CL A | 0.010194 | ✓ | | AST SPACEMOBILE INC | 0.009995 | | | TKO GROUP HOLDINGS INC | 0.009799 | ✓ | | REDDIT INC-A | 0.009237 | | | ROKU INC CLASS A | 0.008035 | ✓ | | NEW YORK TIMES CO CL A | 0.007703 | ✓ | | TRADE DESK INC-A | 0.006654 | | | PINTEREST INC CL A | 0.006446 | | | NEWS CORP NEW CL A | 0.005702 | ✓ | | FOX CORP CL A | 0.005602 | ✓ | | FOX CORPORATION B | 0.004958 | | | NEXSTAR MEDIA GROUP INC | 0.004532 | ✓ | | MATCH GROUP INC | 0.004528 | | | LUMEN TECHNOLOGIES INC | 0.004346 | | | LIBERTY BROADBAND CORP C | 0.003920 | ✓ | | SNAP INC - A | 0.003516 | | | MADISON SQUARE GARDEN SPORTS CORP | 0.003240 | | | Vanguard Market Liquidity Fund | 0.003156 | | | TELEPHONE & DATA | 0.002878 | | | PARAMOUNT SKYDANCE CORP | 0.002709 | ✓ | | SIRIUS XM HOLDINGS INC | 0.002553 | ✓ | | WARNER MUSIC GRP CORP CL A | 0.002357 | ✓ | | TEGNA INC | 0.002118 | | | NEWS CORP NEW CL B | 0.002072 | | | GLOBALSTAR INC | 0.001981 | | | SPHERE ENTERTAINMENT CO | 0.001913 | | | CINEMARK HOLDINGS INC | 0.001831 | ✓ | | IAC INC | 0.001700 | | | CARGURUS INC CL A | 0.001639 | | | MADISON SQUARE GARDEN ENTERTAINMENT CORP | 0.001530 | | | IRIDIUM COMMUNICATIONS INC | 0.001433 | | | LIBERTY GLOBAL LTD COMMON STOCK USD.01 | 0.001318 | | | VERSANT MEDIA GROUP INC - A | 0.001283 | ✓ | ## Sources - N-PORT (fund A) — accession `0000940400-26-023041` (as of 2026-03-31) - N-PORT (fund B) — accession `0000052848-26-000414` (as of 2026-02-28) --- _Informational only — not investment advice. 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