# Portfolio overlap — VMVIX vs SWMCX

Comparing **VANGUARD MID-CAP VALUE INDEX FUND** (2026-03-31) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 137
- VANGUARD MID-CAP VALUE INDEX FUND covered by Schwab U.S. Mid-Cap Index Fund: 0.3425779846960203994657204707
- Schwab U.S. Mid-Cap Index Fund covered by VANGUARD MID-CAP VALUE INDEX FUND: 0.3425779846960203994657204706

## VANGUARD MID-CAP VALUE INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SLB LTD | 0.014380 |  |
| CUMMINS INC | 0.013910 | ✓ |
| VALERO ENERGY CORP | 0.013825 | ✓ |
| PHILLIPS 66 | 0.013662 | ✓ |
| MARATHON PETROLEUM CORP | 0.013467 | ✓ |
| CRH PLC | 0.013145 |  |
| GENERAL MOTORS CO | 0.012602 |  |
| WARNER BROS DISCOVERY INC | 0.012106 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.012063 | ✓ |
| DIGITAL REALTY TRUST INC | 0.011587 | ✓ |
| TE CONNECTIVITY | 0.011477 |  |
| PACCAR INC | 0.011366 |  |
| BAKER HUGHES CO | 0.011290 | ✓ |
| NEWMONT CORP | 0.011018 |  |
| CENCORA INC | 0.010863 | ✓ |
| CORTEVA INC | 0.010699 | ✓ |
| ONEOK INC | 0.010652 | ✓ |
| CHENIERE ENERGY INC | 0.010603 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.010420 |  |
| TARGET CORP | 0.010269 |  |
| DOMINION ENERGY INC | 0.010166 |  |
| ALLSTATE CORPORATION | 0.010070 | ✓ |
| ENTERGY CORP | 0.009524 | ✓ |
| CARDINAL HEALTH INC | 0.009305 | ✓ |
| XCEL ENERGY INC | 0.009274 | ✓ |
| EXELON CORP | 0.009260 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.009078 | ✓ |
| OCCIDENTAL PETROLEUM CORP | 0.008997 | ✓ |
| UNITED RENTALS INC | 0.008589 | ✓ |
| WESTERN DIGITAL CORP | 0.008580 | ✓ |
| FERGUSON ENTERPRISES INC | 0.008535 | ✓ |
| FORD MOTOR CO | 0.008462 | ✓ |
| BECTON DICKINSON and CO | 0.008378 |  |
| CARRIER GLOBAL CORP | 0.008367 |  |
| WILLIAMS COS INC | 0.008318 |  |
| NASDAQ INC | 0.008127 | ✓ |
| DELTA AIR LI | 0.008125 | ✓ |
| PUBLIC STORAGE | 0.008007 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.007974 | ✓ |
| FIFTH THIRD BANCORP | 0.007822 | ✓ |
| KROGER CO | 0.007712 | ✓ |
| CONSOLIDATED EDISON INC | 0.007651 | ✓ |
| EBAY INC | 0.007630 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.007582 | ✓ |
| AMERICAN INTERNATIONAL GROUP | 0.007555 |  |
| PUB SERV ENTERP | 0.007555 | ✓ |
| JOHNSON CONTROLS | 0.007499 |  |
| CBRE GROUP INC - CL A | 0.007482 | ✓ |
| STRATEGY INC CL A | 0.007336 |  |
| METLIFE INC | 0.007335 |  |

## Schwab U.S. Mid-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.006590 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006476 |  |
| HOWMET AEROSPACE INC | 0.006458 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.006367 |  |
| CORNING INC | 0.006240 | ✓ |
| CUMMINS INC | 0.006166 | ✓ |
| SANDISK CORPORATION | 0.006015 |  |
| ROBINHOOD MARKETS INC | 0.005699 |  |
| VERTIV HOLDINGS CO | 0.005482 |  |
| QUANTA SVCS INC | 0.005410 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005270 |  |
| CENCORA INC | 0.005091 | ✓ |
| WARNER BROS DISCOVERY INC | 0.004965 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.004956 | ✓ |
| SIMON PROPERTY | 0.004798 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.004713 |  |
| ROSS STORES INC | 0.004653 |  |
| KINDER MORGAN INC | 0.004589 | ✓ |
| PHILLIPS 66 | 0.004478 | ✓ |
| DIGITAL REALTY TRUST INC | 0.004419 | ✓ |
| REALTY INCOME CORP REIT | 0.004335 |  |
| CLOUDFLARE INC-A | 0.004303 |  |
| BAKER HUGHES CO | 0.004302 | ✓ |
| VALERO ENERGY CORP | 0.004269 | ✓ |
| CARVANA CO CL A | 0.004197 |  |
| FORD MOTOR CO | 0.004194 | ✓ |
| MARATHON PETROLEUM CORP | 0.004147 | ✓ |
| VISTRA CORP | 0.004147 |  |
| IDEXX LABS INC | 0.004134 |  |
| ALLSTATE CORPORATION | 0.004064 | ✓ |
| MONOLITHIC POWER SYS INC | 0.004027 |  |
| AMETEK INC NEW | 0.003994 |  |
| ELECTRONIC ARTS INC | 0.003969 | ✓ |
| CARDINAL HEALTH INC | 0.003969 | ✓ |
| CBRE GROUP INC - CL A | 0.003920 | ✓ |
| CORTEVA INC | 0.003855 | ✓ |
| FASTENAL CO | 0.003853 |  |
| UNITED RENTALS INC | 0.003842 | ✓ |
| ONEOK INC | 0.003830 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.003793 | ✓ |
| FERGUSON ENTERPRISES INC | 0.003733 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003693 | ✓ |
| WW GRAINGER INC | 0.003655 |  |
| ANGLOGOLD ASHANTI PLC | 0.003621 |  |
| EXELON CORP | 0.003503 | ✓ |
| CHENIERE ENERGY INC | 0.003488 | ✓ |
| XCEL ENERGY INC | 0.003484 | ✓ |
| MSCI INC | 0.003434 |  |
| NASDAQ INC | 0.003396 | ✓ |
| COINBASE GLOBAL INC | 0.003359 |  |


## Sources

- N-PORT (fund A) — accession `0000036405-26-000322` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000322/0000036405-26-000322-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030046` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm>

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