# Portfolio overlap — SFGV vs VRVIX

Comparing **Sequoia Global Value ETF** (2026-02-27) and **VANGUARD RUSSELL 1000 VALUE INDEX FUND** (2026-02-28).

- Shared positions: 277
- Sequoia Global Value ETF covered by VANGUARD RUSSELL 1000 VALUE INDEX FUND: 0.3287916199739021466688760142
- VANGUARD RUSSELL 1000 VALUE INDEX FUND covered by Sequoia Global Value ETF: 0.3287916199739021466688760142

## Sequoia Global Value ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF | 0.100583 |  |
| iShares Core MSCI International Developed Markets ETF | 0.099396 |  |
| VANGUARD FTSE EM | 0.058916 |  |
| AVANTIS INTL S/C | 0.050813 |  |
| Avantis Real Estate ETF | 0.050020 |  |
| AV EMERG MKT VAL | 0.040121 |  |
| MOUNT VERNON LIQUID ASSETS PORTFOLIO | 0.021636 |  |
| APPLE INC | 0.016463 |  |
| BERKSHIRE HATH-B | 0.009808 | ✓ |
| EXXON MOBIL CORP | 0.009615 | ✓ |
| JOHNSON&JOHNSON | 0.009451 | ✓ |
| JPMORGAN CHASE and CO | 0.008675 | ✓ |
| ABBVIE INC | 0.008149 |  |
| PROCTER & GAMBLE | 0.007718 | ✓ |
| HOME DEPOT INC | 0.007372 | ✓ |
| CATERPILLAR INC | 0.007265 | ✓ |
| CHEVRON CORP | 0.007230 | ✓ |
| COCA-COLA CO/THE | 0.007051 | ✓ |
| PHILIP MORRIS INTL INC | 0.006985 | ✓ |
| MERCK & CO | 0.006852 | ✓ |
| CISCO SYSTEMS INC | 0.006712 | ✓ |
| Linde PLC | 0.006508 |  |
| MCDONALDS CORP | 0.006494 | ✓ |
| ABBOTT LABS | 0.006295 | ✓ |
| MCKESSON CORP | 0.006244 | ✓ |
| VISA INC-CLASS A | 0.006192 |  |
| PEPSICO INC | 0.006150 | ✓ |
| GILEAD SCIENCES INC | 0.005936 | ✓ |
| LOCKHEED MARTIN CORP | 0.005851 | ✓ |
| UNION PACIFIC CORP | 0.005831 | ✓ |
| PFIZER INC | 0.005787 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.005707 | ✓ |
| CONOCOPHILLIPS | 0.005694 | ✓ |
| HONEYWELL INTL INC | 0.005686 | ✓ |
| ALTRIA GROUP INC | 0.005561 | ✓ |
| QUALCOMM INC | 0.005402 | ✓ |
| LOWES COS INC | 0.005333 | ✓ |
| NORTHROP GRUMMAN CORP | 0.005299 | ✓ |
| THE BOOKING HOLDINGS INC | 0.005228 | ✓ |
| COMCAST CORP CL A | 0.005220 | ✓ |
| Medtronic PLC | 0.005172 |  |
| GENERAL DYNAMICS CORPORATION | 0.005104 | ✓ |
| 3M CO | 0.005048 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.004795 | ✓ |
| MONDELEZ INTL INC | 0.004723 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.004702 | ✓ |
| EMERSON ELECTRIC CO | 0.004693 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.004684 | ✓ |
| SHERWIN WILLIAMS CO | 0.004595 | ✓ |
| CSX CORP | 0.004454 | ✓ |

## VANGUARD RUSSELL 1000 VALUE INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BERKSHIRE HATH-B | 0.029165 | ✓ |
| JPMORGAN CHASE and CO | 0.024094 | ✓ |
| EXXON MOBIL CORP | 0.020174 | ✓ |
| ALPHABET INC CL A | 0.020133 |  |
| JOHNSON&JOHNSON | 0.018718 | ✓ |
| AMAZON.COM INC | 0.017340 |  |
| ALPHABET INC CL C | 0.016383 |  |
| WALMART INC | 0.015688 |  |
| MICRON TECHNOLOGY INC | 0.014421 |  |
| PROCTER & GAMBLE | 0.012298 | ✓ |
| CHEVRON CORP | 0.010956 | ✓ |
| CISCO SYSTEMS INC | 0.009903 | ✓ |
| MERCK & CO | 0.009769 | ✓ |
| PHILIP MORRIS INTL INC | 0.009116 | ✓ |
| BANK OF AMERICA CORPORATION | 0.009105 | ✓ |
| RTX CORP | 0.008485 | ✓ |
| UNITEDHEALTH GRP | 0.008352 |  |
| WELLS FARGO & CO | 0.008016 | ✓ |
| META PLATFORMS INC CL A | 0.007901 |  |
| CATERPILLAR INC | 0.007676 | ✓ |
| LINDE PLC | 0.007466 |  |
| MCDONALDS CORP | 0.007200 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.007106 | ✓ |
| INTL BUS MACH CORP | 0.006998 |  |
| APPLIED MATERIALS INC | 0.006693 |  |
| VERIZON COMMUNICATIONS INC | 0.006631 | ✓ |
| ABBOTT LABS | 0.006308 | ✓ |
| INTEL CORP | 0.006301 |  |
| PEPSICO INC | 0.006283 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.006158 |  |
| NEXTERA ENERGY INC | 0.006124 |  |
| AT&T INC | 0.006061 | ✓ |
| WALT DISNEY CO/T | 0.006012 |  |
| MORGAN STANLEY | 0.006004 | ✓ |
| ANALOG DEVICES INC | 0.005523 |  |
| BLACKROCK INC | 0.005085 |  |
| COCA-COLA CO/THE | 0.005079 | ✓ |
| SALESFORCE INC | 0.005056 |  |
| PFIZER INC | 0.004918 | ✓ |
| HONEYWELL INTL INC | 0.004849 | ✓ |
| DEERE & CO | 0.004819 |  |
| CITIGROUP INC | 0.004761 | ✓ |
| SCHWAB CHARLES CORP | 0.004641 |  |
| LOWES COS INC | 0.004640 | ✓ |
| EATON CORP PLC | 0.004609 |  |
| BOEING CO/THE | 0.004579 |  |
| UNION PACIFIC CORP | 0.004573 | ✓ |
| NEWMONT CORP | 0.004472 |  |
| WELLTOWER INC | 0.004458 |  |
| CONOCOPHILLIPS | 0.004444 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001592900-26-001908` (as of 2026-02-27)
  <https://www.sec.gov/Archives/edgar/data/1592900/000159290026001908/0001592900-26-001908-index.htm>
- N-PORT (fund B) — accession `0001021882-26-000289` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1021882/000102188226000289/0001021882-26-000289-index.htm>

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