# Portfolio overlap — VGWIX vs HADAX

Comparing **VANGUARD GLOBAL WELLESLEY INCOME FUND** (2026-02-28) and **HARTFORD BALANCED HLS FUND** (2026-03-31).

- Shared positions: 185
- VANGUARD GLOBAL WELLESLEY INCOME FUND covered by HARTFORD BALANCED HLS FUND: 0.1798366859036078773051432292
- HARTFORD BALANCED HLS FUND covered by VANGUARD GLOBAL WELLESLEY INCOME FUND: 0.1798366859036078773051432292

## VANGUARD GLOBAL WELLESLEY INCOME FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Vanguard Market Liquidity Fund | 0.041179 |  |
| GERMANY FEDERAL REPUBLIC OF 2.2% 02/15/2034 REGS | 0.015347 |  |
| ASTRAZENECA PLC | 0.012737 | ✓ |
| TOTALENERGIES SE | 0.012395 |  |
| MERCK & CO | 0.012112 |  |
| FINECOBANK SPA | 0.011601 |  |
| LAMAR ADVERTISING CO CL A | 0.011353 |  |
| ISUZU MOTORS | 0.010944 |  |
| HSBC HOLDINGS PL | 0.010932 |  |
| ENGIE | 0.010855 |  |
| AIA | 0.010685 |  |
| ROYAL BANK OF CANADA | 0.010418 |  |
| RECKITT BENCKISE | 0.009961 |  |
| BANK OF NOVA SCO | 0.009942 |  |
| BAE SYSTEMS PLC | 0.009927 |  |
| TSMC | 0.009815 |  |
| ROCHE HLDG-GENUS | 0.009376 |  |
| PACCAR INC | 0.009193 | ✓ |
| DEUTSCHLAND REP | 0.009104 |  |
| PHILIP MORRIS INTL INC | 0.009097 |  |
| US TREASURY N/B | 0.009001 | ✓ |
| JOHNSON&JOHNSON | 0.008800 |  |
| EQUINOR ASA | 0.008602 |  |
| SEMPRA ENERGY | 0.008412 | ✓ |
| ARES MANAGEMENT CORP CL A | 0.008287 | ✓ |
| INDUSTRIA DE DISENO TEXTIL | 0.008036 |  |
| DARDEN RESTAURANTS INC | 0.007958 |  |
| DNB BANK ASA | 0.007793 |  |
| M&T BANK CORP | 0.007643 | ✓ |
| TRANSUNION | 0.007628 |  |
| NATIONAL GRID PL | 0.006981 |  |
| DEERE & CO | 0.006889 |  |
| DEUTSCHE TELEKOM | 0.006731 |  |
| ANGLO AMER PLC | 0.006660 |  |
| TEXAS INSTRUMENTS INC | 0.006564 |  |
| KIMBERLY CLARK CORP | 0.006089 |  |
| TALANX AG | 0.005842 |  |
| ATMOS ENERGY CORP | 0.005749 |  |
| Bundesobligation | 0.005744 |  |
| HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 09/28 4.25 | 0.005723 |  |
| CISCO SYSTEMS INC | 0.005698 | ✓ |
| ELEVANCE HEALTH INC | 0.005658 | ✓ |
| Canadian Government Bond | 0.005548 |  |
| DOMINION ENERGY INC | 0.005547 |  |
| ENBRIDGE INC | 0.005505 |  |
| UNITEDHEALTH GRP | 0.005479 | ✓ |
| US TREASURY N/B | 0.005326 | ✓ |
| HDFC BANK-ADR | 0.005185 |  |
| KPN (KONIN) NV | 0.005183 |  |
| US TREASURY N/B | 0.005142 | ✓ |

## HARTFORD BALANCED HLS FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.057192 |  |
| MICROSOFT CORP | 0.041008 |  |
| ALPHABET INC CL C | 0.040651 |  |
| BROADCOM INC | 0.025831 |  |
| LILLY ELI and CO | 0.016383 |  |
| JPMORGAN CHASE and CO | 0.015447 |  |
| TARGA RESOURCES CORP | 0.012005 |  |
| CISCO SYSTEMS INC | 0.011691 | ✓ |
| ADV MICRO DEVICE | 0.011137 |  |
| L3HARRIS TECHNOLOGIES INC | 0.010286 |  |
| T-MOBILE US INC | 0.010177 |  |
| US TREASURY N/B | 0.009992 | ✓ |
| GILEAD SCIENCES INC | 0.009847 |  |
| NASDAQ INC | 0.009748 |  |
| F5 INC | 0.009705 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.009535 |  |
| SEMPRA ENERGY | 0.009380 | ✓ |
| PACCAR INC | 0.009304 | ✓ |
| INDITEX SA | 0.009250 |  |
| US TREASURY N/B | 0.009163 | ✓ |
| NXP SEMICONDUCTORS NV | 0.009143 |  |
| AIRBNB INC CLASS A | 0.009109 |  |
| PFIZER INC | 0.009078 |  |
| NETAPP INC | 0.008901 |  |
| UNITEDHEALTH GRP | 0.008901 | ✓ |
| M&T BANK CORP | 0.008773 | ✓ |
| DICKS SPORTING GOODS INC | 0.008635 |  |
| ZOETIS INC CL A | 0.008625 |  |
| MORGAN STANLEY | 0.008609 |  |
| ELEVANCE HEALTH INC | 0.008607 | ✓ |
| S&P GLOBAL INC | 0.008514 |  |
| ACCENTURE PLC CL A | 0.008479 |  |
| DIAMONDBACK ENERGY INC | 0.008426 |  |
| KEURIG DR PEPPER INC | 0.008383 |  |
| FERGUSON ENTERPRISES INC | 0.008349 |  |
| KKR & CO INC | 0.008247 |  |
| US TREASURY N/B | 0.008239 |  |
| SALESFORCE INC | 0.008197 |  |
| ANTERO RESOURCES | 0.008157 |  |
| PROGRESSIVE CORP OHIO | 0.008137 |  |
| METLIFE INC | 0.008131 |  |
| EMERSON ELECTRIC CO | 0.008112 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.008087 |  |
| US TREASURY N/B | 0.008068 |  |
| AMDOCS LTD | 0.008011 |  |
| AUTOMATIC DATA PROCESSING INC | 0.007983 |  |
| US TREASURY N/B | 0.007940 | ✓ |
| CROWN CASTLE INC | 0.007796 |  |
| ALIGN TECHNOLOGY INC | 0.007732 |  |
| ARES MANAGEMENT CORP CL A | 0.007559 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000052848-26-000400` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000400/0000052848-26-000400-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050036` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1053425/000141036826050036/0001410368-26-050036-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_