# Portfolio overlap — VINIX vs JAGMX

Comparing **VANGUARD INSTITUTIONAL INDEX FUND** (2026-03-31) and **500 Index Trust** (2026-03-31).

- Shared positions: 498
- VANGUARD INSTITUTIONAL INDEX FUND covered by 500 Index Trust: 0.9790728508890301402100598438
- 500 Index Trust covered by VANGUARD INSTITUTIONAL INDEX FUND: 0.9790728508890301402100598438

## VANGUARD INSTITUTIONAL INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075785 | ✓ |
| APPLE INC | 0.066629 | ✓ |
| MICROSOFT CORP | 0.049155 | ✓ |
| AMAZON.COM INC | 0.036383 | ✓ |
| ALPHABET INC CL A | 0.029938 | ✓ |
| BROADCOM INC | 0.026242 | ✓ |
| ALPHABET INC CL C | 0.023991 | ✓ |
| META PLATFORMS INC CL A | 0.022377 | ✓ |
| TESLA INC | 0.018697 | ✓ |
| BERKSHIRE HATH-B | 0.015714 | ✓ |
| JPMORGAN CHASE and CO | 0.013374 | ✓ |
| LILLY ELI and CO | 0.013034 | ✓ |
| EXXON MOBIL CORP | 0.012679 | ✓ |
| JOHNSON&JOHNSON | 0.010534 | ✓ |
| WALMART INC | 0.009742 | ✓ |
| VISA INC-CLASS A | 0.008798 | ✓ |
| COSTCO WHOLESALE CORP | 0.007909 | ✓ |
| MASTERCARD INC CL A | 0.007277 | ✓ |
| NETFLIX INC | 0.007260 | ✓ |
| CHEVRON CORP | 0.006935 | ✓ |
| ABBVIE INC | 0.006874 | ✓ |
| MICRON TECHNOLOGY INC | 0.006800 | ✓ |
| PROCTER & GAMBLE | 0.006003 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005976 | ✓ |
| ADV MICRO DEVICE | 0.005931 | ✓ |
| CATERPILLAR INC | 0.005895 | ✓ |
| HOME DEPOT INC | 0.005855 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005571 | ✓ |
| CISCO SYSTEMS INC | 0.005482 | ✓ |
| MERCK & CO | 0.005339 | ✓ |
| GENERAL ELECTRIC CO | 0.005322 | ✓ |
| COCA-COLA CO/THE | 0.005265 | ✓ |
| APPLIED MATERIALS INC | 0.004851 | ✓ |
| LAM RESEARCH CORP | 0.004771 | ✓ |
| RTX CORP | 0.004630 | ✓ |
| PHILIP MORRIS INTL INC | 0.004603 | ✓ |
| ORACLE CORP | 0.004461 | ✓ |
| WELLS FARGO & CO | 0.004403 | ✓ |
| UNITEDHEALTH GRP | 0.004383 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004304 | ✓ |
| GE VERNOVA LLC | 0.004207 | ✓ |
| LINDE PLC | 0.004140 | ✓ |
| INTL BUS MACH CORP | 0.004052 | ✓ |
| MCDONALDS CORP | 0.003958 | ✓ |
| PEPSICO INC | 0.003795 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003786 | ✓ |
| INTEL CORP | 0.003705 | ✓ |
| AT&T INC | 0.003629 | ✓ |
| MORGAN STANLEY | 0.003540 | ✓ |
| NEXTERA ENERGY INC | 0.003459 | ✓ |

## 500 Index Trust — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.074809 | ✓ |
| APPLE INC | 0.065770 | ✓ |
| MICROSOFT CORP | 0.048521 | ✓ |
| AMAZON.COM INC | 0.035911 | ✓ |
| ALPHABET INC CL A | 0.029551 | ✓ |
| BROADCOM INC | 0.025904 | ✓ |
| ALPHABET INC CL C | 0.023678 | ✓ |
| META PLATFORMS INC CL A | 0.022086 | ✓ |
| TESLA INC | 0.018455 | ✓ |
| BERKSHIRE HATH-B | 0.015522 | ✓ |
| JPMORGAN CHASE and CO | 0.014009 | ✓ |
| JH COLLATERAL | 0.013302 |  |
| LILLY ELI and CO | 0.012863 | ✓ |
| EXXON MOBIL CORP | 0.012513 | ✓ |
| JOHNSON&JOHNSON | 0.010392 | ✓ |
| WALMART INC | 0.009611 | ✓ |
| VISA INC-CLASS A | 0.008976 | ✓ |
| COSTCO WHOLESALE CORP | 0.007816 | ✓ |
| MASTERCARD INC CL A | 0.007189 | ✓ |
| NETFLIX INC | 0.007164 | ✓ |
| CHEVRON CORP | 0.006843 | ✓ |
| ABBVIE INC | 0.006772 | ✓ |
| MICRON TECHNOLOGY INC | 0.006712 | ✓ |
| PROCTER & GAMBLE | 0.005918 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005885 | ✓ |
| ADV MICRO DEVICE | 0.005862 | ✓ |
| CATERPILLAR INC | 0.005816 | ✓ |
| HOME DEPOT INC | 0.005764 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005717 | ✓ |
| CISCO SYSTEMS INC | 0.005411 | ✓ |
| MERCK & CO | 0.005284 | ✓ |
| GENERAL ELECTRIC CO | 0.005252 | ✓ |
| COCA-COLA CO/THE | 0.005211 | ✓ |
| APPLIED MATERIALS INC | 0.004790 | ✓ |
| LAM RESEARCH CORP | 0.004714 | ✓ |
| RTX CORP | 0.004577 | ✓ |
| PHILIP MORRIS INTL INC | 0.004525 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004491 | ✓ |
| ORACLE CORP | 0.004408 | ✓ |
| WELLS FARGO & CO | 0.004348 | ✓ |
| UNITEDHEALTH GRP | 0.004310 | ✓ |
| GE VERNOVA LLC | 0.004151 | ✓ |
| LINDE PLC | 0.004067 | ✓ |
| INTL BUS MACH CORP | 0.004010 | ✓ |
| MCDONALDS CORP | 0.003917 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003746 | ✓ |
| PEPSICO INC | 0.003728 | ✓ |
| INTEL CORP | 0.003658 | ✓ |
| AT&T INC | 0.003582 | ✓ |
| CITIGROUP INC | 0.003498 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000862084-26-000094` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/862084/000086208426000094/0000862084-26-000094-index.htm>
- N-PORT (fund B) — accession `0000756913-26-000258` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/756913/000075691326000258/0000756913-26-000258-index.htm>

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