# Portfolio overlap — XSW vs VITAX

Comparing **State Street(R) SPDR(R) S&P(R) Software & Services ETF** (2026-03-31) and **VANGUARD INFORMATION TECHNOLOGY INDEX FUND** (2026-02-28).

- Shared positions: 129
- State Street(R) SPDR(R) S&P(R) Software & Services ETF covered by VANGUARD INFORMATION TECHNOLOGY INDEX FUND: 0.1563181948004051369561615956
- VANGUARD INFORMATION TECHNOLOGY INDEX FUND covered by State Street(R) SPDR(R) S&P(R) Software & Services ETF: 0.1563181948004051369561615956

## State Street(R) SPDR(R) S&P(R) Software & Services ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.083261 |  |
| BRAZE INC-A | 0.009038 | ✓ |
| A10 NETWORKS INC | 0.007956 | ✓ |
| UNITY SOFTWARE INC | 0.007915 | ✓ |
| CLEAR SECURE INC | 0.007796 | ✓ |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.007624 | ✓ |
| ARTERIS INC | 0.007609 |  |
| KYNDRYL HOLDINGS INC | 0.007492 | ✓ |
| ADEIA INC | 0.007436 | ✓ |
| DXC TECHNOLOGY CO | 0.007394 | ✓ |
| BLACKLINE INC | 0.007381 | ✓ |
| ELECTRONIC ARTS INC | 0.007356 |  |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.007337 | ✓ |
| PROCORE TECHNOLOGIES INC | 0.007330 | ✓ |
| ONESTREAM INC | 0.007320 | ✓ |
| INTAPP INC | 0.007312 | ✓ |
| SPRINKLR INC-A | 0.007261 | ✓ |
| ROPER TECHNOLOGIES INC | 0.007261 | ✓ |
| FRESHWORKS INC CL A | 0.007240 | ✓ |
| ASGN INC | 0.007237 | ✓ |
| SEMRUSH HOLDINGS INC | 0.007225 | ✓ |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.007189 | ✓ |
| NUTANIX INC CL A | 0.007170 | ✓ |
| ACI WORLDWIDE INC | 0.007154 | ✓ |
| SAMSARA INC-CL A | 0.007125 | ✓ |
| DOCUSIGN INC | 0.007124 | ✓ |
| GARTNER INC | 0.007120 | ✓ |
| ACCENTURE PLC CL A | 0.007113 |  |
| INTUIT INC | 0.007100 | ✓ |
| DYNATRACE INC | 0.007099 | ✓ |
| TYLER TECHNOLOGIES INC | 0.007091 | ✓ |
| COGNIZANT TECH SOLUTIONS CL A | 0.007088 | ✓ |
| KLAVIYO INC-A | 0.007084 | ✓ |
| FORTINET INC | 0.007077 | ✓ |
| AGILYSYS INC | 0.007077 | ✓ |
| PEGASYSTEMS INC | 0.007043 | ✓ |
| ONESPAN INC | 0.007035 | ✓ |
| INTL BUS MACH CORP | 0.007025 | ✓ |
| PALO ALTO NETWORKS INC | 0.007011 | ✓ |
| N-ABLE INC | 0.007003 | ✓ |
| TRIMBLE INC | 0.006976 | ✓ |
| I3 VERTICALS INC CL A | 0.006962 | ✓ |
| COMMVAULT SYSTEMS INC | 0.006961 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006960 | ✓ |
| SALESFORCE INC | 0.006935 | ✓ |
| WORKIVA INC | 0.006930 | ✓ |
| RINGCENTRAL INC CL A | 0.006917 | ✓ |
| BOX INC- CLASS A | 0.006914 | ✓ |
| EPAM SYSTEMS INC | 0.006894 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.006884 | ✓ |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055484` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055484/0001410368-26-055484-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000413` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000413/0000052848-26-000413-index.htm>

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