# Portfolio overlap — S000004400 vs VFIAX

Comparing **EQUITY INDEX PORTFOLIO** (2026-03-31) and **VANGUARD 500 INDEX FUND** (2026-03-31).

- Shared positions: 505
- EQUITY INDEX PORTFOLIO covered by VANGUARD 500 INDEX FUND: 0.9989566450004127474649517011
- VANGUARD 500 INDEX FUND covered by EQUITY INDEX PORTFOLIO: 0.9989566450004127474649517011

## EQUITY INDEX PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075727 | ✓ |
| APPLE INC | 0.066578 | ✓ |
| MICROSOFT CORP | 0.049117 | ✓ |
| AMAZON.COM INC | 0.036355 | ✓ |
| ALPHABET INC CL A | 0.029909 | ✓ |
| BROADCOM INC | 0.026222 | ✓ |
| ALPHABET INC CL C | 0.023978 | ✓ |
| META PLATFORMS INC CL A | 0.022360 | ✓ |
| TESLA INC | 0.018682 | ✓ |
| BERKSHIRE HATH-B | 0.015702 | ✓ |
| JPMORGAN CHASE and CO | 0.013363 | ✓ |
| LILLY ELI and CO | 0.013024 | ✓ |
| EXXON MOBIL CORP | 0.012669 | ✓ |
| JOHNSON&JOHNSON | 0.010526 | ✓ |
| WALMART INC | 0.009735 | ✓ |
| VISA INC-CLASS A | 0.009079 | ✓ |
| COSTCO WHOLESALE CORP | 0.007903 | ✓ |
| MASTERCARD INC CL A | 0.007272 | ✓ |
| NETFLIX INC | 0.007254 | ✓ |
| CHEVRON CORP | 0.006930 | ✓ |
| ABBVIE INC | 0.006868 | ✓ |
| MICRON TECHNOLOGY INC | 0.006795 | ✓ |
| PROCTER & GAMBLE | 0.005998 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005971 | ✓ |
| ADV MICRO DEVICE | 0.005927 | ✓ |
| CATERPILLAR INC | 0.005891 | ✓ |
| HOME DEPOT INC | 0.005850 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005567 | ✓ |
| CISCO SYSTEMS INC | 0.005478 | ✓ |
| MERCK & CO | 0.005335 | ✓ |
| GENERAL ELECTRIC CO | 0.005318 | ✓ |
| COCA-COLA CO/THE | 0.005261 | ✓ |
| APPLIED MATERIALS INC | 0.004848 | ✓ |
| LAM RESEARCH CORP | 0.004768 | ✓ |
| RTX CORP | 0.004627 | ✓ |
| PHILIP MORRIS INTL INC | 0.004599 | ✓ |
| ORACLE CORP | 0.004457 | ✓ |
| WELLS FARGO & CO | 0.004399 | ✓ |
| UNITEDHEALTH GRP | 0.004380 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004302 | ✓ |
| GE VERNOVA LLC | 0.004204 | ✓ |
| LINDE PLC | 0.004136 | ✓ |
| INTL BUS MACH CORP | 0.004049 | ✓ |
| MCDONALDS CORP | 0.003955 | ✓ |
| PEPSICO INC | 0.003792 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003783 | ✓ |
| INTEL CORP | 0.003702 | ✓ |
| AT&T INC | 0.003627 | ✓ |
| MORGAN STANLEY | 0.003538 | ✓ |
| NEXTERA ENERGY INC | 0.003457 | ✓ |

## VANGUARD 500 INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075670 | ✓ |
| APPLE INC | 0.066528 | ✓ |
| MICROSOFT CORP | 0.049080 | ✓ |
| AMAZON.COM INC | 0.036329 | ✓ |
| ALPHABET INC CL A | 0.029893 | ✓ |
| BROADCOM INC | 0.026203 | ✓ |
| ALPHABET INC CL C | 0.023954 | ✓ |
| META PLATFORMS INC CL A | 0.022345 | ✓ |
| TESLA INC | 0.018669 | ✓ |
| BERKSHIRE HATH-B | 0.015690 | ✓ |
| JPMORGAN CHASE and CO | 0.013354 | ✓ |
| LILLY ELI and CO | 0.013013 | ✓ |
| EXXON MOBIL CORP | 0.012659 | ✓ |
| JOHNSON&JOHNSON | 0.010518 | ✓ |
| WALMART INC | 0.009727 | ✓ |
| VISA INC-CLASS A | 0.008891 | ✓ |
| COSTCO WHOLESALE CORP | 0.007897 | ✓ |
| MASTERCARD INC CL A | 0.007266 | ✓ |
| NETFLIX INC | 0.007248 | ✓ |
| CHEVRON CORP | 0.006924 | ✓ |
| ABBVIE INC | 0.006863 | ✓ |
| MICRON TECHNOLOGY INC | 0.006790 | ✓ |
| PROCTER & GAMBLE | 0.005993 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005966 | ✓ |
| ADV MICRO DEVICE | 0.005922 | ✓ |
| CATERPILLAR INC | 0.005885 | ✓ |
| HOME DEPOT INC | 0.005846 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005562 | ✓ |
| CISCO SYSTEMS INC | 0.005474 | ✓ |
| MERCK & CO | 0.005331 | ✓ |
| GENERAL ELECTRIC CO | 0.005314 | ✓ |
| COCA-COLA CO/THE | 0.005257 | ✓ |
| APPLIED MATERIALS INC | 0.004844 | ✓ |
| LAM RESEARCH CORP | 0.004764 | ✓ |
| RTX CORP | 0.004623 | ✓ |
| PHILIP MORRIS INTL INC | 0.004596 | ✓ |
| ORACLE CORP | 0.004454 | ✓ |
| WELLS FARGO & CO | 0.004395 | ✓ |
| UNITEDHEALTH GRP | 0.004377 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004297 | ✓ |
| GE VERNOVA LLC | 0.004201 | ✓ |
| LINDE PLC | 0.004133 | ✓ |
| INTL BUS MACH CORP | 0.004045 | ✓ |
| MCDONALDS CORP | 0.003952 | ✓ |
| PEPSICO INC | 0.003789 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003780 | ✓ |
| INTEL CORP | 0.003701 | ✓ |
| Vanguard Market Liquidity Fund | 0.003661 | ✓ |
| AT&T INC | 0.003623 | ✓ |
| MORGAN STANLEY | 0.003535 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000857490-26-000387` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/857490/000085749026000387/0000857490-26-000387-index.htm>
- N-PORT (fund B) — accession `0000036405-26-000325` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000325/0000036405-26-000325-index.htm>

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