# Portfolio overlap — VTCAX vs FDCF

Comparing **VANGUARD COMMUNICATION SERVICES INDEX FUND** (2026-02-28) and **Fidelity Disruptive Communications ETF** (2026-02-28).

- Shared positions: 15
- VANGUARD COMMUNICATION SERVICES INDEX FUND covered by Fidelity Disruptive Communications ETF: 0.3317004082866693535183625778
- Fidelity Disruptive Communications ETF covered by VANGUARD COMMUNICATION SERVICES INDEX FUND: 0.3317004082866693535183625778

## VANGUARD COMMUNICATION SERVICES INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.231940 | ✓ |
| ALPHABET INC CL A | 0.142371 | ✓ |
| ALPHABET INC CL C | 0.097014 |  |
| VERIZON COMMUNICATIONS INC | 0.046410 |  |
| AT&T INC | 0.043188 |  |
| WALT DISNEY CO/T | 0.039701 | ✓ |
| NETFLIX INC | 0.036662 | ✓ |
| WARNER BROS DISCOVERY INC | 0.030562 | ✓ |
| COMCAST CORP CL A | 0.029861 |  |
| T-MOBILE US INC | 0.028258 | ✓ |
| ELECTRONIC ARTS INC | 0.018196 |  |
| OMNICOM GROUP INC | 0.017097 |  |
| LIVE NATION ENTERTAINMENT INC | 0.016471 | ✓ |
| TAKE-TWO INTERACTV SOFTWR INC | 0.015619 | ✓ |
| ROBLOX CORP - A | 0.013366 | ✓ |
| CHARTER COMMUNICATIONS INC A | 0.013064 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.012200 | ✓ |
| ECHOSTAR CORP CL A | 0.010194 | ✓ |
| AST SPACEMOBILE INC | 0.009995 | ✓ |
| TKO GROUP HOLDINGS INC | 0.009799 |  |
| REDDIT INC-A | 0.009237 | ✓ |
| ROKU INC CLASS A | 0.008035 | ✓ |
| NEW YORK TIMES CO CL A | 0.007703 |  |
| TRADE DESK INC-A | 0.006654 |  |
| PINTEREST INC CL A | 0.006446 |  |
| NEWS CORP NEW CL A | 0.005702 |  |
| FOX CORP CL A | 0.005602 |  |
| FOX CORPORATION B | 0.004958 |  |
| NEXSTAR MEDIA GROUP INC | 0.004532 |  |
| MATCH GROUP INC | 0.004528 |  |
| LUMEN TECHNOLOGIES INC | 0.004346 |  |
| LIBERTY BROADBAND CORP C | 0.003920 |  |
| SNAP INC - A | 0.003516 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.003240 |  |
| Vanguard Market Liquidity Fund | 0.003156 |  |
| TELEPHONE & DATA | 0.002878 |  |
| PARAMOUNT SKYDANCE CORP | 0.002709 |  |
| SIRIUS XM HOLDINGS INC | 0.002553 |  |
| WARNER MUSIC GRP CORP CL A | 0.002357 |  |
| TEGNA INC | 0.002118 |  |
| NEWS CORP NEW CL B | 0.002072 |  |
| GLOBALSTAR INC | 0.001981 |  |
| SPHERE ENTERTAINMENT CO | 0.001913 |  |
| CINEMARK HOLDINGS INC | 0.001831 |  |
| IAC INC | 0.001700 |  |
| CARGURUS INC CL A | 0.001639 |  |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP | 0.001530 |  |
| IRIDIUM COMMUNICATIONS INC | 0.001433 |  |
| LIBERTY GLOBAL LTD COMMON STOCK USD.01 | 0.001318 |  |
| VERSANT MEDIA GROUP INC - A | 0.001283 |  |

## Fidelity Disruptive Communications ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.099089 |  |
| ALPHABET INC CL A | 0.077646 | ✓ |
| META PLATFORMS INC CL A | 0.068434 | ✓ |
| NVIDIA CORP | 0.050303 |  |
| ARISTA NETWORKS INC | 0.049940 |  |
| AMAZON.COM INC | 0.044977 |  |
| WARNER BROS DISCOVERY INC | 0.043224 | ✓ |
| SEA LTD ADR | 0.035119 |  |
| Fidelity Securities Lending Cash Central Fund | 0.033190 |  |
| T-MOBILE US INC | 0.032983 | ✓ |
| ROKU INC CLASS A | 0.031312 | ✓ |
| QUEBECOR INC-B | 0.028288 |  |
| ROBLOX CORP - A | 0.025613 | ✓ |
| ECHOSTAR CORP CL A | 0.023875 | ✓ |
| APPLE INC | 0.023446 |  |
| PDD HOLDINGS INC ADR | 0.021663 |  |
| REDDIT INC-A | 0.021472 | ✓ |
| LIVE NATION ENTERTAINMENT INC | 0.019734 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.018200 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.018097 |  |
| TWILIO INC CLASS A | 0.017778 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.017160 | ✓ |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.017120 | ✓ |
| NETFLIX INC | 0.016607 | ✓ |
| TENCENT HOLDINGS LTD | 0.016322 |  |
| WALT DISNEY CO/T | 0.016170 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.015964 |  |
| CLOUDFLARE INC-A | 0.015161 |  |
| DYCOM INDUSTRIES INC | 0.014771 |  |
| MAGNITE INC | 0.014657 | ✓ |
| NAVER CORP | 0.014621 |  |
| MICROSOFT CORP | 0.010233 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.009908 |  |
| AST SPACEMOBILE INC | 0.007684 | ✓ |
| APPLOVIN CORP | 0.006472 |  |
| SYNOPSYS INC | 0.006266 |  |
| NXP SEMICONDUCTORS NV | 0.006174 |  |
| SERVICENOW INC | 0.005610 |  |
| UNITY SOFTWARE INC | 0.003659 |  |
| Fidelity Cash Central Fund | 0.001059 |  |


## Sources

- N-PORT (fund A) — accession `0000052848-26-000414` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000414/0000052848-26-000414-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002541` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540226002541/0000035402-26-002541-index.htm>

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