# Portfolio overlap — VGWIX vs HBLAX

Comparing **VANGUARD GLOBAL WELLESLEY INCOME FUND** (2026-02-28) and **THE HARTFORD BALANCED INCOME FUND** (2026-01-31).

- Shared positions: 94
- VANGUARD GLOBAL WELLESLEY INCOME FUND covered by THE HARTFORD BALANCED INCOME FUND: 0.1330241007024924868055315080
- THE HARTFORD BALANCED INCOME FUND covered by VANGUARD GLOBAL WELLESLEY INCOME FUND: 0.1330241007024924868055315082

## 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 | ✓ |

## THE HARTFORD BALANCED INCOME FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MERCK & CO | 0.011520 | ✓ |
| BANK OF AMERICA CORPORATION | 0.010437 |  |
| JOHNSON&JOHNSON | 0.009620 | ✓ |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.008725 |  |
| T-MOBILE US INC | 0.008701 |  |
| MORGAN STANLEY | 0.008172 |  |
| ELEVANCE HEALTH INC | 0.007962 | ✓ |
| HONEYWELL INTL INC | 0.007878 |  |
| CISCO SYSTEMS INC | 0.007606 | ✓ |
| HUNTINGTON BANCSHARES INC | 0.007588 |  |
| M&T BANK CORP | 0.007531 | ✓ |
| EQT CORPORATION | 0.007166 |  |
| KEURIG DR PEPPER INC | 0.006925 |  |
| DOMINION ENERGY INC | 0.006881 | ✓ |
| MARSH & MCLENNAN | 0.006858 |  |
| GILEAD SCIENCES INC | 0.006833 |  |
| FERGUSON ENTERPRISES INC | 0.006800 |  |
| GAMING AND LEISURE PROPRTI INC | 0.006770 |  |
| CONOCOPHILLIPS | 0.006738 |  |
| PPL CORPORATION | 0.006548 |  |
| NXP SEMICONDUCTORS NV | 0.006530 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.006469 |  |
| ARCHER DANIELS MIDLAND CO | 0.006452 |  |
| PHILIP MORRIS INTL INC | 0.006425 | ✓ |
| CROWN CASTLE INC | 0.006421 |  |
| WILLIAMS COS INC | 0.006323 |  |
| SEMPRA ENERGY | 0.006275 | ✓ |
| PACCAR INC | 0.006263 | ✓ |
| PROGRESSIVE CORP OHIO | 0.006017 |  |
| TE CONNECTIVITY PLC | 0.005957 |  |
| AMERICAN INTERNATIONAL GROUP | 0.005929 |  |
| PPG INDUSTRIES INC | 0.005855 |  |
| INDITEX SA | 0.005829 |  |
| NETAPP INC | 0.005767 |  |
| EMERSON ELECTRIC CO | 0.005735 |  |
| REGIONS FINANCIAL CORP | 0.005705 |  |
| L3HARRIS TECHNOLOGIES INC | 0.005686 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.005677 |  |
| TARGA RESOURCES CORP | 0.005495 |  |
| AMDOCS LTD | 0.005449 |  |
| ACCENTURE PLC CL A | 0.005409 |  |
| ROCHE HOLDINGS AG (GENUSSCHEINE) | 0.005328 |  |
| IDEX CORPORATION | 0.005299 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.005234 |  |
| CONSTELLATION BRANDS INC CL A | 0.005227 |  |
| LAMAR ADVERTISING CO CL A | 0.005208 | ✓ |
| DICKS SPORTING GOODS INC | 0.005142 |  |
| DARDEN RESTAURANTS INC | 0.005026 | ✓ |
| AVERY DENNISON CORP | 0.005007 |  |
| WEYERHAEUSER CO | 0.005006 |  |


## 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 `0001410368-26-030386` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1006415/000141036826030386/0001410368-26-030386-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/>_