# Portfolio overlap — VINIX vs S000017470

Comparing **VANGUARD INSTITUTIONAL INDEX FUND** (2026-03-31) and **AZL S&P 500 Index Fund** (2026-03-31).

- Shared positions: 502
- VANGUARD INSTITUTIONAL INDEX FUND covered by AZL S&P 500 Index Fund: 0.9919066091536094629383037199
- AZL S&P 500 Index Fund covered by VANGUARD INSTITUTIONAL INDEX FUND: 0.9919066091536094629383037198

## 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 | ✓ |

## AZL S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075431 | ✓ |
| APPLE INC | 0.066318 | ✓ |
| MICROSOFT CORP | 0.048925 | ✓ |
| AMAZON.COM INC | 0.036213 | ✓ |
| ALPHABET INC CL A | 0.029799 | ✓ |
| BROADCOM INC | 0.026118 | ✓ |
| ALPHABET INC CL C | 0.023863 | ✓ |
| META PLATFORMS INC CL A | 0.022263 | ✓ |
| TESLA INC | 0.018609 | ✓ |
| BERKSHIRE HATH-B | 0.015640 | ✓ |
| JPMORGAN CHASE and CO | 0.014117 | ✓ |
| LILLY ELI and CO | 0.012973 | ✓ |
| EXXON MOBIL CORP | 0.012620 | ✓ |
| JOHNSON&JOHNSON | 0.010485 | ✓ |
| WALMART INC | 0.009697 | ✓ |
| VISA INC-CLASS A | 0.009044 | ✓ |
| COSTCO WHOLESALE CORP | 0.007869 | ✓ |
| MASTERCARD INC CL A | 0.007243 | ✓ |
| NETFLIX INC | 0.007226 | ✓ |
| CHEVRON CORP | 0.006903 | ✓ |
| ABBVIE INC | 0.006842 | ✓ |
| MICRON TECHNOLOGY INC | 0.006761 | ✓ |
| PROCTER & GAMBLE | 0.005975 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005948 | ✓ |
| ADV MICRO DEVICE | 0.005893 | ✓ |
| CATERPILLAR INC | 0.005867 | ✓ |
| HOME DEPOT INC | 0.005827 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005758 | ✓ |
| CISCO SYSTEMS INC | 0.005470 | ✓ |
| MERCK & CO | 0.005309 | ✓ |
| GENERAL ELECTRIC CO | 0.005297 | ✓ |
| COCA-COLA CO/THE | 0.005237 | ✓ |
| DREYFUS-TR SE-IN | 0.004962 |  |
| APPLIED MATERIALS INC | 0.004829 | ✓ |
| LAM RESEARCH CORP | 0.004749 | ✓ |
| RTX CORP | 0.004626 | ✓ |
| PHILIP MORRIS INTL INC | 0.004575 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004507 | ✓ |
| ORACLE CORP | 0.004426 | ✓ |
| WELLS FARGO & CO | 0.004382 | ✓ |
| UNITEDHEALTH GRP | 0.004356 | ✓ |
| GE VERNOVA LLC | 0.004187 | ✓ |
| LINDE PLC | 0.004141 | ✓ |
| INTL BUS MACH CORP | 0.004023 | ✓ |
| MCDONALDS CORP | 0.003951 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003774 | ✓ |
| PEPSICO INC | 0.003767 | ✓ |
| INTEL CORP | 0.003688 | ✓ |
| AT&T INC | 0.003612 | ✓ |
| CITIGROUP INC | 0.003528 | ✓ |


## 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 `0001004726-26-004484` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1091439/000100472626004484/0001004726-26-004484-index.htm>

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