Vanguard National Trust Co

Wealth advisor Mechanical CIK 1984256
League rank
#501
in Wealth advisor · #2486 overall
Long book
$1.59B
Q1 2026
Positions
751
Top-10 weight
65%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

Vanguard National Trust Co is a wealth-management firm allocating client money, running a $1.59B US long book across 751 positions.

The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD S&P 500 ETF, VANGUARD TOTAL INTL STOCK, SS SPDR S&P 500 ETF TRUST-US, VANGUARD EXTENDED MARKET ETF.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Technology
33%
Financials
13%
Services media
11%
Healthcare
10%
Consumer discretionary
10%
Industrials
7%
Materials
6%
Consumer staples
3%

Long book by quarter

$1.59B
Q1 2026

What does Vanguard National own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology86.4K$21.9M1.4%Held
SPGI S&P GLOBAL INCServices media44.3K$18.8M1.2%Held
MSFT MICROSOFT CORPTechnology29.5K$10.9M0.7%Held
NVDA NVIDIA CORPTechnology54.7K$9.5M0.6%Held
GOOG ALPHABET INC-CL CTechnology33.2K$9.5M0.6%Held
AMZN AMAZON.COM INCConsumer discretionary37.7K$7.8M0.5%Held
ABBV ABBVIE INCHealthcare34.6K$7.5M0.5%Held
GOOGL ALPHABET INC-CL ATechnology23.6K$6.8M0.4%Held
AEM AGNICO EAGLE MINES LTDMaterials31.0K$6.3M0.4%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials13.1K$6.3M0.4%Held
COST COSTCO WHOLESALE CORPConsumer discretionary5.6K$5.6M0.4%Held
JNJ JOHNSON & JOHNSONHealthcare19.7K$4.8M0.3%Held
JPM JPMORGAN CHASE & COFinancials16.0K$4.7M0.3%Held
LLY ELI LILLY & COHealthcare5.0K$4.6M0.3%Held
AVGO BROADCOM INCTechnology14.1K$4.4M0.3%Held
UNH UNITEDHEALTH GROUP INCFinancials13.9K$3.8M0.2%Held
RTX RTX CORPIndustrials18.3K$3.5M0.2%Held
XOM EXXON MOBIL CORPEnergy20.6K$3.5M0.2%Held
NEM NEWMONT CORPMaterials30.2K$3.3M0.2%Held
AMP AMERIPRISE FINANCIAL INCFinancials7.0K$3.1M0.2%Held
HD HOME DEPOT INCConsumer discretionary8.8K$2.9M0.2%Held
ADP AUTOMATIC DATA PROCESSINGTechnology13.8K$2.8M0.2%Held
AXP AMERICAN EXPRESS COFinancials9.2K$2.8M0.2%Held
GEV GE VERNOVA INCIndustrials3.0K$2.7M0.2%Held
ABT ABBOTT LABORATORIESHealthcare24.4K$2.5M0.2%Held
V VISA INC-CLASS A SHARESServices media8.2K$2.5M0.2%Held
PG PROCTER & GAMBLE CO/THEOther17.1K$2.5M0.2%Held
CSCO CISCO SYSTEMS INCTechnology30.9K$2.4M0.2%Held
PEP PEPSICO INCConsumer staples14.1K$2.2M0.1%Held
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials3$2.2M0.1%Held
PM PHILIP MORRIS INTERNATIONALConsumer staples12.0K$2.0M0.1%Held
MA MASTERCARD INC - AServices media3.8K$1.9M0.1%Held
ACN ACCENTURE PLC-CL AServices media9.3K$1.9M0.1%Held
MRK MERCK & CO. INC.Healthcare13.5K$1.6M0.1%Held
AMGN AMGEN INCHealthcare4.2K$1.5M0.1%Held
TFC TRUIST FINANCIAL CORPFinancials32.1K$1.5M0.1%Held
KO COCA-COLA CO/THEConsumer staples19.4K$1.5M0.1%Held
MCD MCDONALD'S CORPConsumer discretionary4.7K$1.4M0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 2026751$1.59B canonicalSEC ↗
Q4 202513F-NTJan 29, 2026$0 SEC ↗
Q3 202513F-NTNov 7, 2025$0 SEC ↗
Q2 202513F-NTAug 11, 2025$0 SEC ↗
Q1 202513F-NTMay 9, 2025$0 SEC ↗
Q4 202413F-NTFeb 11, 2025$0 SEC ↗
Q3 202413F-NTNov 13, 2024$0 SEC ↗
Q2 202413F-NTAug 13, 2024$0 SEC ↗
Q1 202413F-NTMay 10, 2024$0 SEC ↗