# Portfolio overlap — STMSX vs VRTIX

Comparing **SIMT Tax-Managed Small/Mid Cap Fund** (2026-03-31) and **VANGUARD RUSSELL 2000 INDEX FUND** (2026-02-28).

- Shared positions: 397
- SIMT Tax-Managed Small/Mid Cap Fund covered by VANGUARD RUSSELL 2000 INDEX FUND: 0.2327672901555737055836536694
- VANGUARD RUSSELL 2000 INDEX FUND covered by SIMT Tax-Managed Small/Mid Cap Fund: 0.2327672901555737055836536694

## SIMT Tax-Managed Small/Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JACKSON FINANCIAL INC | 0.015221 | ✓ |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.014895 |  |
| COMMERCIAL METALS CO | 0.011281 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.011048 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.010734 |  |
| PHOTRONICS INC | 0.009952 | ✓ |
| ASTEC INDUSTRIES INC COMMON STOCK | 0.009638 |  |
| RBC BEARINGS INC | 0.009520 |  |
| OLD NATL BANCORP | 0.009307 | ✓ |
| CNO FINANCIAL GROUP INC COMMON STOCK | 0.008479 |  |
| COLUMBIA BANKING SYSTEMS INC | 0.008478 |  |
| MOLINA HEALTHCARE INC | 0.008427 |  |
| ZIONS BANCORP NA | 0.008304 |  |
| ABERCROMBIE & FITCH CO-CL A COMMON STOCK | 0.007973 |  |
| TTM TECHNOLOGIES INC | 0.007962 | ✓ |
| FNB CORP PA | 0.007570 |  |
| BURLINGTON STORES INC | 0.007275 |  |
| BRIDGEBIO PHARMA INC | 0.006859 | ✓ |
| SANMINA CORP | 0.006809 | ✓ |
| MONOLITHIC POWER SYS INC | 0.006794 |  |
| VIAVI SOLUTIONS INC | 0.006474 | ✓ |
| BRINKER INTL | 0.006371 | ✓ |
| DELEK US HOLDINGS INC | 0.006169 | ✓ |
| URBAN OUTFITTERS | 0.006067 | ✓ |
| TEREX CORP | 0.006045 | ✓ |
| STRIDE INC | 0.005947 | ✓ |
| OPEN TEXT CORP | 0.005927 |  |
| AAON INC COMMON STOCK | 0.005836 |  |
| CENTENE CORP | 0.005763 |  |
| UMB FINANCIAL CORP | 0.005748 | ✓ |
| VISTEON CORP | 0.005564 | ✓ |
| EXLSERVICE HOLDINGS INC | 0.005543 |  |
| FIRST COMMONWEALTH FINL CORP | 0.005482 | ✓ |
| REPLIGEN CORP | 0.005366 |  |
| AXON ENTERPRISE INC | 0.005268 |  |
| BALCHEM CORP COMMON STOCK | 0.005144 |  |
| TUTOR PERINI CORP | 0.005008 | ✓ |
| CLEVELAND-CLIFFS INC | 0.004890 |  |
| TARGET CORP COMMON STOCK | 0.004877 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.004865 |  |
| AMERICAN EAGLE OUTFITTERS COMMON STOCK | 0.004756 |  |
| WESCO INTL | 0.004711 |  |
| FIRSTCASH HOLDINGS INC | 0.004691 | ✓ |
| TAYLOR MORRISON HOME CORP | 0.004642 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.004596 |  |
| SSR MINING INC | 0.004411 | ✓ |
| OIL STATES INTL | 0.004409 | ✓ |
| HUDBAY MINERALS | 0.004399 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.004230 | ✓ |
| POOL CORP | 0.004096 |  |

## VANGUARD RUSSELL 2000 INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Vanguard Market Liquidity Fund | 0.017962 |  |
| BLOOM ENERGY CORP CL A | 0.010951 |  |
| FABRINET | 0.006343 | ✓ |
| COEUR MINING INC | 0.005594 | ✓ |
| CREDO TECHNOLOGY | 0.005542 | ✓ |
| HECLA MINING CO | 0.005095 |  |
| ECHOSTAR CORP CL A | 0.005041 |  |
| NEXTRACKER INC CL A | 0.004935 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.004624 |  |
| IONQ INC | 0.004178 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.004110 | ✓ |
| ADV ENERGY INDS | 0.004071 |  |
| ENSIGN GROUP INC | 0.003871 | ✓ |
| MODINE MFG CO | 0.003832 | ✓ |
| DYCOM INDUSTRIES INC | 0.003788 | ✓ |
| GUARDANT HEALTH INC | 0.003670 | ✓ |
| SPX TECHNOLOGIES INC | 0.003522 |  |
| RAMBUS INC | 0.003460 | ✓ |
| TTM TECHNOLOGIES INC | 0.003434 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003393 | ✓ |
| AEROVIRONMENT INC | 0.003070 |  |
| INTERDIGITAL INC | 0.003055 | ✓ |
| MOOG INC-CLASS A | 0.003055 | ✓ |
| CHART INDUSTRIES INC | 0.003017 |  |
| CARETRUST REIT INC | 0.002938 |  |
| WATTS WATER TECH INC CL A | 0.002905 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.002843 |  |
| SITIME CORP | 0.002759 | ✓ |
| FLUOR CORP | 0.002711 | ✓ |
| UMB FINANCIAL CORP | 0.002710 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.002700 | ✓ |
| PRAXIS PRECISION MEDICINES INC | 0.002662 |  |
| COMMERCIAL METALS CO | 0.002626 | ✓ |
| PRIMORIS SVCS CORP | 0.002624 | ✓ |
| SANMINA CORP | 0.002611 | ✓ |
| OLD NATL BANCORP | 0.002603 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.002589 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.002584 | ✓ |
| SEMTECH CORP | 0.002531 | ✓ |
| TEREX CORP | 0.002481 | ✓ |
| FORMFACTOR INC | 0.002478 | ✓ |
| VAXCYTE INC | 0.002467 |  |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.002466 |  |
| FIRSTCASH HOLDINGS INC | 0.002458 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.002446 |  |
| JACKSON FINANCIAL INC | 0.002440 | ✓ |
| URANIUM ENERGY CORP | 0.002354 |  |
| CYTOKINETICS INC | 0.002337 |  |
| ESCO TECHNOLOGIES INC | 0.002319 |  |
| FED SIGNAL CORP | 0.002250 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004554` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/804239/000204825126004554/0002048251-26-004554-index.htm>
- N-PORT (fund B) — accession `0001021882-26-000275` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1021882/000102188226000275/0001021882-26-000275-index.htm>

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