# Portfolio overlap — VTMFX vs VT

Comparing **VANGUARD TAX-MANAGED BALANCED FUND** (2026-03-31) and **VANGUARD TOTAL WORLD STOCK INDEX FUND** (2026-01-31).

- Shared positions: 843
- VANGUARD TAX-MANAGED BALANCED FUND covered by VANGUARD TOTAL WORLD STOCK INDEX FUND: 0.4106030331413806707445124742
- VANGUARD TOTAL WORLD STOCK INDEX FUND covered by VANGUARD TAX-MANAGED BALANCED FUND: 0.4106030331413806707445124742

## VANGUARD TAX-MANAGED BALANCED FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.028837 | ✓ |
| APPLE INC | 0.025964 | ✓ |
| MICROSOFT CORP | 0.019404 | ✓ |
| AMAZON.COM INC | 0.014139 | ✓ |
| ALPHABET INC CL C | 0.011981 | ✓ |
| BROADCOM INC | 0.010089 | ✓ |
| ALPHABET INC CL A | 0.009447 | ✓ |
| META PLATFORMS INC CL A | 0.008843 | ✓ |
| TESLA INC | 0.007453 | ✓ |
| BERKSHIRE HATH-B | 0.006454 | ✓ |
| JPMORGAN CHASE and CO | 0.005528 | ✓ |
| LILLY ELI and CO | 0.005266 | ✓ |
| EXXON MOBIL CORP | 0.004979 | ✓ |
| JOHNSON&JOHNSON | 0.004118 | ✓ |
| TX METHODIST HLTH 25E Q=RC V1 | 0.004070 |  |
| WALMART INC | 0.003939 | ✓ |
| VISA INC-CLASS A | 0.003791 | ✓ |
| COSTCO WHOLESALE CORP | 0.003326 | ✓ |
| MASTERCARD INC CL A | 0.002987 | ✓ |
| MET TRANSPRTN AUTH NY REVENUE MTATRN 11/50 ADJUSTABLE VAR | 0.002950 |  |
| NETFLIX INC | 0.002943 | ✓ |
| MICRON TECHNOLOGY INC | 0.002667 | ✓ |
| PROCTER & GAMBLE | 0.002588 | ✓ |
| ABBVIE INC | 0.002518 | ✓ |
| CHEVRON CORP | 0.002491 | ✓ |
| NYC MUNI WTR-BB-VAR | 0.002404 |  |
| BANK OF AMERICA CORPORATION | 0.002388 | ✓ |
| CATERPILLAR INC | 0.002377 | ✓ |
| Water & Sewer System 2nd Resolution RB Fiscal 2023 Series CC | 0.002364 |  |
| ADV MICRO DEVICE | 0.002324 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.002232 | ✓ |
| GENERAL ELECTRIC CO | 0.002162 | ✓ |
| HOME DEPOT INC | 0.002121 | ✓ |
| COCA-COLA CO/THE | 0.002099 | ✓ |
| HARRIS CO CULTURAL-A | 0.002097 |  |
| CISCO SYSTEMS INC | 0.002090 | ✓ |
| CT HLTH&EDU FACS AUTH | 0.002088 |  |
| MERCK & CO | 0.002075 | ✓ |
| APPLIED MATERIALS INC | 0.001948 | ✓ |
| NYC WTR AA 2 Q=JP V1 | 0.001931 |  |
| WELLS FARGO & CO | 0.001917 | ✓ |
| LAM RESEARCH CORP | 0.001888 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.001851 | ✓ |
| LINDE PLC | 0.001845 | ✓ |
| NEW YORK NY | 0.001843 |  |
| RTX CORP | 0.001756 | ✓ |
| ORACLE CORP | 0.001741 | ✓ |
| UNITEDHEALTH GRP | 0.001721 | ✓ |
| GE VERNOVA LLC | 0.001687 | ✓ |
| NM HSP-VAR-B-PRESBYTE | 0.001657 |  |

## VANGUARD TOTAL WORLD STOCK INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.041432 | ✓ |
| APPLE INC | 0.035032 | ✓ |
| MICROSOFT CORP | 0.029552 | ✓ |
| AMAZON.COM INC | 0.021263 | ✓ |
| ALPHABET INC CL A | 0.018260 | ✓ |
| ALPHABET INC CL C | 0.014776 | ✓ |
| META PLATFORMS INC CL A | 0.014488 | ✓ |
| BROADCOM INC | 0.014172 | ✓ |
| TSMC | 0.012459 |  |
| TESLA INC | 0.011250 | ✓ |
| Vanguard Market Liquidity Fund | 0.010925 |  |
| LILLY ELI and CO | 0.007696 | ✓ |
| JPMORGAN CHASE and CO | 0.007353 | ✓ |
| BERKSHIRE HATH-B | 0.007170 | ✓ |
| EXXON MOBIL CORP | 0.005526 | ✓ |
| ASML HOLDING NV | 0.005233 |  |
| JOHNSON&JOHNSON | 0.005057 | ✓ |
| VISA INC-CLASS A | 0.005010 | ✓ |
| SAMSUNG ELECTRON | 0.004814 |  |
| WALMART INC | 0.004796 | ✓ |
| TENCENT | 0.004416 |  |
| MICRON TECHNOLOGY INC | 0.004294 | ✓ |
| MASTERCARD INC CL A | 0.004005 | ✓ |
| COSTCO WHOLESALE CORP | 0.003861 | ✓ |
| ABBVIE INC | 0.003658 | ✓ |
| BABA-W | 0.003532 |  |
| ADV MICRO DEVICE | 0.003532 | ✓ |
| HOME DEPOT INC | 0.003450 | ✓ |
| PROCTER & GAMBLE | 0.003283 | ✓ |
| NETFLIX INC | 0.003278 | ✓ |
| BANK OF AMERICA CORPORATION | 0.003180 | ✓ |
| SK HYNIX INC | 0.003134 |  |
| CHEVRON CORP | 0.003063 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.002967 | ✓ |
| GENERAL ELECTRIC CO | 0.002953 | ✓ |
| CISCO SYSTEMS INC | 0.002881 | ✓ |
| CATERPILLAR INC | 0.002818 | ✓ |
| HSBC HOLDINGS PL | 0.002802 |  |
| LAM RESEARCH CORP | 0.002715 | ✓ |
| COCA-COLA CO/THE | 0.002681 | ✓ |
| INTL BUS MACH CORP | 0.002639 | ✓ |
| NOVARTIS AG-REG | 0.002635 |  |
| WELLS FARGO & CO | 0.002632 | ✓ |
| ROCHE HLDG-GENUS | 0.002626 |  |
| PHILIP MORRIS INTL INC | 0.002588 | ✓ |
| ASTRAZENECA PLC | 0.002588 |  |
| MERCK & CO | 0.002573 | ✓ |
| ORACLE CORP | 0.002567 | ✓ |
| RTX CORP | 0.002484 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.002452 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000923202-26-000100` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/923202/000092320226000100/0000923202-26-000100-index.htm>
- N-PORT (fund B) — accession `0000857489-26-000086` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/857489/000085748926000086/0000857489-26-000086-index.htm>

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