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VFAIX vs XLF

Shared holdings
70
VFAIX covered by XLF
79.77%
XLF covered by VFAIX
79.77%

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.

VFAIX (Feb. 28, 2026)

SecurityWeight
JPMORGAN CHASE and CO9.32%
BERKSHIRE HATH-B8.38%
MASTERCARD INC CL A5.31%
VISA INC-CLASS A4.22%
BANK OF AMERICA CORPORATION4.02%
Vanguard Market Liquidity Fund3.19%
WELLS FARGO & CO3.14%
GOLDMAN SACHS GROUP INC2.98%
MORGAN STANLEY2.40%
CITIGROUP INC2.30%
AMERICAN EXPRESS CO2.07%
SCHWAB CHARLES CORP1.98%
BLACKROCK INC1.88%
S&P GLOBAL INC1.66%
CHUBB LTD1.55%
PROGRESSIVE CORP OHIO1.51%
CAPITAL ONE FINANCIAL CORP1.51%
CME GROUP INC CL A1.39%
INTERCONTINENTAL EXCHANGE INC1.13%
MARSH & MCLENNAN1.11%
US BANCORP DEL1.02%
BANK OF NEW YORK MELLON CORP1.01%
PNC FINANCIAL SERVICES GRP INC1.01%
BLACKSTONE INC1.01%
MOODYS CORP0.93%
TRAVELERS COS IN0.84%
AON PLC-CLASS A0.83%
TRUIST FINL CORP0.77%
ARTHUR J GALLAGHAR AND CO0.70%
AFLAC INC0.69%
ALLSTATE CORPORATION0.68%
ROBINHOOD MARKETS INC0.67%
KKR & CO INC0.66%
APOLLO GLOBAL MANAGEMENT INC0.55%
AMERICAN INTERNATIONAL GROUP0.54%
FIFTH THIRD BANCORP0.54%
AMERIPRISE FINANCIAL INC0.53%
MSCI INC0.53%
METLIFE INC0.49%
NASDAQ INC0.48%
HARTFORD INSURANCE GROUP INC/THE0.48%
PAYPAL HOLDINGS0.47%
ARCH CAPITAL GRP0.45%
STATE STREET CORP0.44%
COINBASE GLOBAL INC0.43%
BLOCK INC CL A0.42%
PRUDENTL FINL0.42%
HUNTINGTON BANCSHARES INC0.41%
M&T BANK CORP0.41%
FISERV INC0.41%

XLF (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B12.45%
JPMORGAN CHASE and CO11.23%
VISA INC-CLASS A7.20%
MASTERCARD INC CL A5.76%
BANK OF AMERICA CORPORATION4.58%
GOLDMAN SACHS GROUP INC3.59%
WELLS FARGO & CO3.49%
CITIGROUP INC2.81%
MORGAN STANLEY2.80%
AMERICAN EXPRESS CO2.29%
SCHWAB CHARLES CORP2.22%
BLACKROCK INC1.97%
S&P GLOBAL INC1.84%
CHUBB LTD1.68%
PROGRESSIVE CORP OHIO1.65%
CAPITAL ONE FINANCIAL CORP1.62%
CME GROUP INC CL A1.51%
INTERCONTINENTAL EXCHANGE INC1.27%
BLACKSTONE INC1.22%
PNC FINANCIAL SERVICES GRP INC1.19%
MARSH & MCLENNAN1.19%
BANK OF NEW YORK MELLON CORP1.16%
US BANCORP DEL1.15%
AON PLC0.98%
MOODYS CORP0.95%
KKR & CO INC0.90%
TRAVELERS COS IN0.89%
TRUIST FINL CORP0.82%
ARTHUR J GALLAGHAR AND CO0.79%
ROBINHOOD MARKETS INC0.78%
ALLSTATE CORPORATION0.76%
APOLLO GLOBAL MANAGEMENT INC0.73%
AFLAC INC0.73%
FIFTH THIRD BANCORP0.59%
PAYPAL HOLDINGS0.59%
AMERIPRISE FINANCIAL INC0.57%
AMERICAN INTERNATIONAL GROUP0.57%
MSCI INC0.56%
COINBASE GLOBAL INC0.55%
METLIFE INC0.55%
NASDAQ INC0.54%
HARTFORD INSURANCE GROUP INC/THE0.53%
STATE STREET CORP0.50%
ARCH CAPITAL GROUP LTD0.49%
PRUDENTL FINL0.48%
BLOCK INC CL A0.47%
HUNTINGTON BANCSHARES INC0.45%
M&T BANK CORP0.44%
FISERV INC0.43%
INTERACTIVE BROKERS GROUP INC0.42%

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