# Portfolio overlap — VBAIX vs VTSAX

Comparing **VANGUARD BALANCED INDEX FUND** (2026-03-31) and **VANGUARD TOTAL STOCK MARKET INDEX FUND** (2026-03-31).

- Shared positions: 3172
- VANGUARD BALANCED INDEX FUND covered by VANGUARD TOTAL STOCK MARKET INDEX FUND: 0.5972954111697536057553116544
- VANGUARD TOTAL STOCK MARKET INDEX FUND covered by VANGUARD BALANCED INDEX FUND: 0.5972954111697536057553116544

## VANGUARD BALANCED INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.038122 | ✓ |
| APPLE INC | 0.035281 | ✓ |
| MICROSOFT CORP | 0.026028 | ✓ |
| AMAZON.COM INC | 0.019053 | ✓ |
| Vanguard Market Liquidity Fund | 0.017753 | ✓ |
| ALPHABET INC CL A | 0.015859 | ✓ |
| BROADCOM INC | 0.013896 | ✓ |
| ALPHABET INC CL C | 0.012550 | ✓ |
| META PLATFORMS INC CL A | 0.011849 | ✓ |
| TESLA INC | 0.009908 | ✓ |
| LILLY ELI and CO | 0.007394 | ✓ |
| BERKSHIRE HATH-B | 0.007385 | ✓ |
| US TREASURY N/B | 0.007172 |  |
| JPMORGAN CHASE and CO | 0.007084 | ✓ |
| EXXON MOBIL CORP | 0.006694 | ✓ |
| JOHNSON&JOHNSON | 0.005578 | ✓ |
| WALMART INC | 0.005159 | ✓ |
| US TREASURY N/B | 0.004863 |  |
| VISA INC-CLASS A | 0.004811 | ✓ |
| COSTCO WHOLESALE CORP | 0.004188 | ✓ |
| NETFLIX INC | 0.003844 | ✓ |
| MASTERCARD INC CL A | 0.003769 | ✓ |
| CHEVRON CORP | 0.003714 | ✓ |
| ABBVIE INC | 0.003642 | ✓ |
| MICRON TECHNOLOGY INC | 0.003601 | ✓ |
| PROCTER & GAMBLE | 0.003178 | ✓ |
| ADV MICRO DEVICE | 0.003141 | ✓ |
| CATERPILLAR INC | 0.003121 | ✓ |
| HOME DEPOT INC | 0.003100 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.003015 | ✓ |
| BANK OF AMERICA CORPORATION | 0.002871 | ✓ |
| MERCK & CO | 0.002816 | ✓ |
| GENERAL ELECTRIC CO | 0.002677 | ✓ |
| CISCO SYSTEMS INC | 0.002612 | ✓ |
| APPLIED MATERIALS INC | 0.002569 | ✓ |
| LAM RESEARCH CORP | 0.002527 | ✓ |
| COCA-COLA CO/THE | 0.002478 | ✓ |
| RTX CORP | 0.002452 | ✓ |
| PHILIP MORRIS INTL INC | 0.002438 | ✓ |
| ORACLE CORP | 0.002401 | ✓ |
| WELLS FARGO & CO | 0.002326 | ✓ |
| UNITEDHEALTH GRP | 0.002321 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.002254 | ✓ |
| GE VERNOVA LLC | 0.002228 | ✓ |
| LINDE PLC | 0.002175 | ✓ |
| INTL BUS MACH CORP | 0.002153 | ✓ |
| MCDONALDS CORP | 0.002091 | ✓ |
| PEPSICO INC | 0.002010 | ✓ |
| U.S. Treasury Notes | 0.001970 |  |
| AT&T INC | 0.001922 | ✓ |

## VANGUARD TOTAL STOCK MARKET INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.064033 | ✓ |
| APPLE INC | 0.059260 | ✓ |
| MICROSOFT CORP | 0.043718 | ✓ |
| AMAZON.COM INC | 0.032003 | ✓ |
| ALPHABET INC CL A | 0.026628 | ✓ |
| BROADCOM INC | 0.023340 | ✓ |
| ALPHABET INC CL C | 0.021087 | ✓ |
| META PLATFORMS INC CL A | 0.019902 | ✓ |
| TESLA INC | 0.016641 | ✓ |
| BERKSHIRE HATH-B | 0.013633 | ✓ |
| LILLY ELI and CO | 0.012420 | ✓ |
| JPMORGAN CHASE and CO | 0.011898 | ✓ |
| EXXON MOBIL CORP | 0.011243 | ✓ |
| JOHNSON&JOHNSON | 0.009369 | ✓ |
| WALMART INC | 0.008665 | ✓ |
| VISA INC-CLASS A | 0.007926 | ✓ |
| COSTCO WHOLESALE CORP | 0.007034 | ✓ |
| NETFLIX INC | 0.006457 | ✓ |
| MASTERCARD INC CL A | 0.006331 | ✓ |
| CHEVRON CORP | 0.006237 | ✓ |
| ABBVIE INC | 0.006117 | ✓ |
| Vanguard Market Liquidity Fund | 0.006052 | ✓ |
| MICRON TECHNOLOGY INC | 0.006048 | ✓ |
| PROCTER & GAMBLE | 0.005339 | ✓ |
| ADV MICRO DEVICE | 0.005275 | ✓ |
| CATERPILLAR INC | 0.005242 | ✓ |
| HOME DEPOT INC | 0.005207 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005065 | ✓ |
| BANK OF AMERICA CORPORATION | 0.004823 | ✓ |
| MERCK & CO | 0.004730 | ✓ |
| GENERAL ELECTRIC CO | 0.004497 | ✓ |
| CISCO SYSTEMS INC | 0.004387 | ✓ |
| APPLIED MATERIALS INC | 0.004314 | ✓ |
| LAM RESEARCH CORP | 0.004243 | ✓ |
| COCA-COLA CO/THE | 0.004161 | ✓ |
| RTX CORP | 0.004118 | ✓ |
| PHILIP MORRIS INTL INC | 0.004094 | ✓ |
| ORACLE CORP | 0.004033 | ✓ |
| WELLS FARGO & CO | 0.003907 | ✓ |
| UNITEDHEALTH GRP | 0.003898 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.003787 | ✓ |
| GE VERNOVA LLC | 0.003742 | ✓ |
| LINDE PLC | 0.003653 | ✓ |
| INTL BUS MACH CORP | 0.003616 | ✓ |
| MCDONALDS CORP | 0.003511 | ✓ |
| PEPSICO INC | 0.003375 | ✓ |
| AT&T INC | 0.003228 | ✓ |
| MORGAN STANLEY | 0.003117 | ✓ |
| NEXTERA ENERGY INC | 0.003078 | ✓ |
| KLA CORP | 0.003070 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000889519-26-000060` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/889519/000088951926000060/0000889519-26-000060-index.htm>
- N-PORT (fund B) — accession `0000036405-26-000323` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000323/0000036405-26-000323-index.htm>

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