# Portfolio overlap — VITAX vs RYTIX

Comparing **VANGUARD INFORMATION TECHNOLOGY INDEX FUND** (2026-02-28) and **Technology Fund** (2026-03-31).

- Shared positions: 112
- VANGUARD INFORMATION TECHNOLOGY INDEX FUND covered by Technology Fund: 0.5748154105473662599298235579
- Technology Fund covered by VANGUARD INFORMATION TECHNOLOGY INDEX FUND: 0.5748154105473662599298235579

## VANGUARD INFORMATION TECHNOLOGY INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.172255 | ✓ |
| APPLE INC | 0.150206 | ✓ |
| MICROSOFT CORP | 0.102754 | ✓ |
| BROADCOM INC | 0.042966 | ✓ |
| MICRON TECHNOLOGY INC | 0.024041 | ✓ |
| ADV MICRO DEVICE | 0.016502 | ✓ |
| CISCO SYSTEMS INC | 0.016253 | ✓ |
| APPLIED MATERIALS INC | 0.015893 | ✓ |
| LAM RESEARCH CORP | 0.015664 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.015644 | ✓ |
| ORACLE CORP | 0.012418 | ✓ |
| INTL BUS MACH CORP | 0.011576 | ✓ |
| KLA CORP | 0.010930 | ✓ |
| INTEL CORP | 0.010862 | ✓ |
| TEXAS INSTRUMENTS INC | 0.010443 | ✓ |
| ANALOG DEVICES INC | 0.009816 | ✓ |
| SALESFORCE INC | 0.009677 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009510 | ✓ |
| QUALCOMM INC | 0.008161 | ✓ |
| ARISTA NETWORKS INC | 0.007630 | ✓ |
| CORNING INC | 0.007359 | ✓ |
| ACCENTURE PLC-A | 0.007004 |  |
| PALO ALTO NETWORKS INC | 0.006435 | ✓ |
| SANDISK CORPORATION | 0.006369 | ✓ |
| WESTERN DIGITAL CORP | 0.006260 | ✓ |
| INTUIT INC | 0.006052 | ✓ |
| ADOBE INC | 0.006041 | ✓ |
| SERVICENOW INC | 0.005918 | ✓ |
| SEAGATE TECHNOLO | 0.005544 |  |
| APPLOVIN CORP | 0.005438 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.005079 | ✓ |
| LUMENTUM HOLDINGS INC | 0.004947 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.004827 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.004722 | ✓ |
| SYNOPSYS INC | 0.004475 | ✓ |
| MARVELL TECHNOLOGY INC | 0.004199 | ✓ |
| TE CONNECTIVITY | 0.004115 |  |
| TERADYNE INC | 0.004110 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.004053 |  |
| CIENA CORP | 0.003916 | ✓ |
| NXP SEMICONDUCTO | 0.003698 |  |
| MONOLITHIC POWER SYS INC | 0.003578 | ✓ |
| COHERENT CORP | 0.003474 | ✓ |
| FORTINET INC | 0.003270 | ✓ |
| AUTODESK INC | 0.003236 | ✓ |
| CLOUDFLARE INC-A | 0.003220 | ✓ |
| Vanguard Market Liquidity Fund | 0.003202 |  |
| SNOWFLAKE INC CL A | 0.003142 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.003133 | ✓ |
| MICROCHIP TECHNOLOGY | 0.002940 | ✓ |

## Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.054822 | ✓ |
| APPLE INC | 0.053282 | ✓ |
| ALPHABET INC CL A | 0.050474 |  |
| MICROSOFT CORP | 0.044184 | ✓ |
| BROADCOM INC | 0.032092 | ✓ |
| META PLATFORMS INC CL A | 0.031903 |  |
| ADV MICRO DEVICE | 0.016419 | ✓ |
| MICRON TECHNOLOGY INC | 0.015805 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.015573 | ✓ |
| APPLIED MATERIALS INC | 0.014757 | ✓ |
| LAM RESEARCH CORP | 0.014732 | ✓ |
| CISCO SYSTEMS INC | 0.014578 | ✓ |
| ORACLE CORP | 0.013510 | ✓ |
| INTL BUS MACH CORP | 0.013066 | ✓ |
| KLA CORP | 0.012596 | ✓ |
| TEXAS INSTRUMENTS INC | 0.012004 | ✓ |
| INTEL CORP | 0.011935 | ✓ |
| ANALOG DEVICES INC | 0.011278 | ✓ |
| SALESFORCE INC | 0.010794 | ✓ |
| AMPHENOL CORPORATION CL A | 0.010783 | ✓ |
| QUALCOMM INC | 0.010273 | ✓ |
| PALO ALTO NETWORKS INC | 0.009651 | ✓ |
| ARISTA NETWORKS INC | 0.009604 | ✓ |
| INTUIT INC | 0.009489 | ✓ |
| CORNING INC | 0.009333 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.009134 | ✓ |
| SERVICENOW INC | 0.008902 | ✓ |
| SANDISK CORPORATION | 0.008779 | ✓ |
| MARVELL TECHNOLOGY INC | 0.008768 | ✓ |
| APPLOVIN CORP | 0.008735 | ✓ |
| WESTERN DIGITAL CORP | 0.008614 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008396 |  |
| ADOBE INC | 0.008345 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.008044 | ✓ |
| ASML HOLDING-NY | 0.007750 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.007667 |  |
| CADENCE DESIGN SYSTEMS INC | 0.007529 | ✓ |
| SYNOPSYS INC | 0.007520 | ✓ |
| ARM HOLDINGS LTD | 0.007501 |  |
| NXP SEMICONDUCTORS NV | 0.007486 |  |
| CLOUDFLARE INC-A | 0.007338 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.007153 | ✓ |
| SHOPIFY INC CL A | 0.006835 |  |
| LUMENTUM HOLDINGS INC | 0.006814 | ✓ |
| CIENA CORP | 0.006799 | ✓ |
| ELECTRONIC ARTS INC | 0.006707 |  |
| TERADYNE INC | 0.006201 | ✓ |
| AUTODESK INC | 0.006096 | ✓ |
| FORTINET INC | 0.006047 | ✓ |
| Nebius Group NV, Class A | 0.006000 |  |


## Sources

- N-PORT (fund A) — accession `0000052848-26-000413` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000413/0000052848-26-000413-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022992` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026022992/0000940400-26-022992-index.htm>

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