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ROUS vs VCGAX

Shared holdings
200
ROUS covered by VCGAX
39.34%
VCGAX covered by ROUS
39.34%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ROUS (Jan. 31, 2026)

SecurityWeight
SEAGATE TECHNOLOGY HOLDINGS PLC2.15%
WESTERN DIGITAL CORP1.72%
ALPHABET INC CL A1.47%
MICRON TECHNOLOGY INC1.29%
LAM RESEARCH CORP1.15%
GILEAD SCIENCES INC1.04%
AMPHENOL CORPORATION CL A0.98%
NEWMONT CORP0.97%
MICROSOFT CORP0.96%
CORNING INC0.94%
CISCO SYSTEMS INC0.93%
MERCK & CO0.90%
KROGER CO0.90%
NVIDIA CORP0.88%
JOHNSON&JOHNSON0.86%
CH ROBINSON WORLDWIDE INC0.86%
INTERDIGITAL INC0.85%
KLA CORP0.84%
META PLATFORMS INC CL A0.83%
COGNIZANT TECH SOLUTIONS CL A0.83%
ULTA BEAUTY INC0.82%
VERIZON COMMUNICATIONS INC0.82%
ELECTRONIC ARTS INC0.81%
EMCOR GROUP INC0.81%
CARDINAL HEALTH INC0.78%
VERISIGN INC0.76%
APPLIED MATERIALS INC0.75%
CAL-MAINE FOODS INC0.75%
TE CONNECTIVITY PLC0.74%
BROADCOM INC0.73%
BANK OF NEW YORK MELLON CORP0.73%
ALTRIA GROUP INC0.72%
APPLE INC0.72%
STATE STREET CORP0.69%
BRISTOL-MYERS SQUIBB CO0.69%
INTL BUS MACH CORP0.68%
FASTENAL CO0.68%
EBAY INC0.67%
EOG RESOURCES INC0.66%
FERGUSON ENTERPRISES INC0.62%
DELL TECHNOLOGIES INC CL C0.62%
INTERACTIVE BROKERS GROUP INC0.60%
EXXON MOBIL CORP0.60%
AT&T INC0.59%
CADENCE DESIGN SYSTEMS INC0.59%
WALMART INC0.59%
WW GRAINGER INC0.58%
UNITEDHEALTH GRP0.56%
UL SOLUTIONS INC CL A0.56%
State Street Navigator Securities Lending Government Money Market Portfolio0.54%

VCGAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP7.10%
APPLE INC6.39%
MICROSOFT CORP4.71%
AMAZON.COM INC3.10%
ALPHABET INC CL A2.94%
ALPHABET INC CL C2.39%
META PLATFORMS INC CL A2.23%
BROADCOM INC2.12%
JPMORGAN CHASE and CO1.51%
BERKSHIRE HATH-B1.47%
JOHNSON&JOHNSON1.10%
TESLA INC1.07%
Vanguard Russell 10001.05%
LILLY ELI and CO1.02%
WALMART INC0.98%
VISA INC-CLASS A0.89%
MASTERCARD INC CL A0.73%
EXXON MOBIL CORP0.69%
COSTCO WHOLESALE CORP0.61%
ABBVIE INC0.59%
GILEAD SCIENCES INC0.57%
CISCO SYSTEMS INC0.56%
NETFLIX INC0.50%
PALANTIR TECHNOLOGIES INC0.49%
TAPESTRY INC0.48%
BANK OF AMERICA CORPORATION0.47%
LAM RESEARCH CORP0.47%
US FOODS HOLDING CORP0.44%
MILLICOM INTL CELL SA0.44%
TJX COS INC0.43%
INCYTE CORP0.42%
WELLS FARGO & CO0.42%
EXELIXIS INC0.42%
DOLLAR GENERAL CORP0.42%
KROGER CO0.42%
BRISTOL-MYERS SQUIBB CO0.41%
MERCK & CO0.41%
MORGAN STANLEY0.41%
JAZZ PHARMA PLC0.41%
PHILIP MORRIS INTL INC0.41%
MACYS INC0.40%
HOME DEPOT INC0.40%
GAP INC/THE0.40%
DOLLAR TREE INC0.39%
BANK OF NEW YORK MELLON CORP0.39%
APPLIED MATERIALS INC0.39%
PROCTER & GAMBLE0.39%
EMCOR GROUP INC0.39%
COCA COLA CONSOLIDATED INC0.38%
CH ROBINSON WORLDWIDE INC0.38%

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