# Portfolio overlap — VIS vs MADE

Comparing **VANGUARD INDUSTRIALS INDEX FUND** (2026-02-28) and **iShares U.S. Manufacturing ETF** (2026-03-31).

- Shared positions: 83
- VANGUARD INDUSTRIALS INDEX FUND covered by iShares U.S. Manufacturing ETF: 0.4181045434052614567208797435
- iShares U.S. Manufacturing ETF covered by VANGUARD INDUSTRIALS INDEX FUND: 0.4181045434052614567208797435

## VANGUARD INDUSTRIALS INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GENERAL ELECTRIC CO | 0.051137 |  |
| CATERPILLAR INC | 0.049032 | ✓ |
| RTX CORP | 0.038212 | ✓ |
| GE VERNOVA LLC | 0.033508 |  |
| BOEING CO/THE | 0.024977 | ✓ |
| DEERE & CO | 0.022785 | ✓ |
| HONEYWELL INTL INC | 0.021791 | ✓ |
| UBER TECHNOLOGIES INC | 0.021053 |  |
| EATON CORP PLC | 0.020620 | ✓ |
| LOCKHEED MARTIN CORP | 0.019482 | ✓ |
| UNION PACIFIC CORP | 0.018882 |  |
| PARKER HANNIFIN CORP | 0.017991 | ✓ |
| TRANE TECHNOLOGI | 0.014494 | ✓ |
| HOWMET AEROSPACE INC | 0.014166 |  |
| NORTHROP GRUMMAN CORP | 0.013883 | ✓ |
| WASTE MANAGEMENT INC | 0.013669 |  |
| JOHNSON CONTROLS | 0.013304 | ✓ |
| VERTIV HOLDINGS CO | 0.013029 | ✓ |
| 3M CO | 0.012408 |  |
| AUTOMATIC DATA PROCESSING INC | 0.012234 |  |
| FEDEX CORP | 0.012221 |  |
| UNITED PARCEL SERVICE INC CL B | 0.012026 |  |
| EMERSON ELECTRIC CO | 0.011954 |  |
| QUANTA SVCS INC | 0.011822 |  |
| GENERAL DYNAMICS CORPORATION | 0.011501 | ✓ |
| ILLINOIS TOOL WORKS INC | 0.011337 |  |
| CUMMINS INC | 0.011335 | ✓ |
| CSX CORP | 0.011213 |  |
| TRANSDIGM GROUP INC | 0.010310 | ✓ |
| CINTAS CORP | 0.010248 |  |
| NORFOLK SOUTHERN CORP | 0.009948 |  |
| L3HARRIS TECHNOLOGIES INC | 0.009610 | ✓ |
| PACCAR INC | 0.009329 | ✓ |
| AMETEK INC NEW | 0.007781 | ✓ |
| UNITED RENTALS INC | 0.007616 |  |
| FASTENAL CO | 0.007445 |  |
| WW GRAINGER INC | 0.007329 |  |
| FERGUSON ENTERPRISES INC | 0.007201 |  |
| COMFORT SYSTEMS USA INC | 0.007106 |  |
| REPUBLIC SVCS | 0.007050 |  |
| CARRIER GLOBAL CORP | 0.006952 | ✓ |
| ROCKWELL AUTOMATION INC | 0.006454 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.006358 |  |
| DELTA AIR LI | 0.006043 |  |
| AXON ENTERPRISE INC | 0.005701 | ✓ |
| WASTE CONNECTIONS INC | 0.005609 |  |
| OLD DOMINION FRT | 0.005413 |  |
| INGERSOLL RAND INC | 0.005274 |  |
| OTIS WORLDWIDE CORP | 0.005118 |  |
| COPART INC | 0.004935 |  |

## iShares U.S. Manufacturing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EATON CORP PLC | 0.041222 | ✓ |
| CATERPILLAR INC | 0.041051 | ✓ |
| DEERE & CO | 0.038878 | ✓ |
| HONEYWELL INTL INC | 0.038711 | ✓ |
| AMPHENOL CORPORATION CL A | 0.038507 |  |
| CUMMINS INC | 0.038350 | ✓ |
| VERTIV HOLDINGS CO | 0.038055 | ✓ |
| PARKER HANNIFIN CORP | 0.035484 | ✓ |
| GENERAL MOTORS CO | 0.034749 |  |
| RTX CORP | 0.033746 | ✓ |
| TE CONNECTIVITY | 0.031649 |  |
| PACCAR INC | 0.031312 | ✓ |
| TRANE TECHNOLOGI | 0.028960 | ✓ |
| AMETEK INC NEW | 0.025458 | ✓ |
| JOHNSON CONTROLS | 0.025169 | ✓ |
| FORD MOTOR CO | 0.023333 |  |
| COHERENT CORP | 0.023044 |  |
| ROCKWELL AUTOMATION INC | 0.020810 | ✓ |
| BOEING CO/THE | 0.020374 | ✓ |
| LOCKHEED MARTIN CORP | 0.015958 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.014657 |  |
| DOVER CORP | 0.014507 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014075 |  |
| CARRIER GLOBAL CORP | 0.013892 | ✓ |
| BLOOM ENERGY CORP CL A | 0.013884 | ✓ |
| NORTHROP GRUMMAN CORP | 0.011874 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.011354 | ✓ |
| HUBBELL INC | 0.010356 | ✓ |
| SNAP-ON INCORPORATED | 0.009725 | ✓ |
| FABRINET | 0.009644 |  |
| XYLEM INC | 0.009142 | ✓ |
| FORTIVE CORP | 0.008939 | ✓ |
| TRANSDIGM GROUP INC | 0.008525 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.008404 | ✓ |
| FIRST SOLAR INC | 0.008402 |  |
| NVENT ELECTRIC | 0.007575 | ✓ |
| NEXTRACKER INC CL A | 0.007107 | ✓ |
| LINCOLN ELECTRIC HLDGS INC | 0.007073 | ✓ |
| RIVIAN AUTOMOTIVE INC | 0.006340 |  |
| ADV ENERGY INDS | 0.006286 |  |
| STANLEY BLACK and DECKER INC | 0.005678 | ✓ |
| TTM TECHNOLOGIES INC | 0.005195 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.005027 | ✓ |
| REGAL REXNORD CORP | 0.004937 | ✓ |
| OSHKOSH CORP | 0.004803 | ✓ |
| TORO CO | 0.004700 | ✓ |
| LENNOX INTL INC | 0.004654 | ✓ |
| GENERAC HOLDINGS INC | 0.004551 | ✓ |
| PENTAIR PLC | 0.004477 | ✓ |
| GRACO INC | 0.004408 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000052848-26-000409` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000409/0000052848-26-000409-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003729` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003729/0001004726-26-003729-index.htm>

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