Vanguard National Trust Co — 13F Holdings & Portfolio

CIK 1984256 · latest 13F-HR filed 2026-05-08

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.59B

Long-equity book

Holdings

751

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

no prior filing cached

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Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $421.5M 26.56% 1,313,941 SH
2 VANGUARD INDEX FDS VOO 922908363 $207.4M 13.07% 347,112 SH
3 VANGUARD STAR FDS VXUS 921909768 $183.5M 11.56% 2,379,228 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $56.6M 3.56% 86,970 SH
5 VANGUARD INDEX FDS VXF 922908652 $46.7M 2.94% 226,755 SH
6 VANGUARD INTL EQUITY INDEX F VEU 922042775 $41.3M 2.60% 549,612 SH
7 VANGUARD TAX-MANAGED FDS VEA 921943858 $22.9M 1.44% 357,764 SH
8 APPLE INC AAPL 037833100 $21.9M 1.38% 86,419 SH
9 S&P GLOBAL INC SPGI 78409V104 $18.8M 1.19% 44,316 SH
10 VANGUARD INTL EQUITY INDEX F VT 922042742 $15.9M 1.00% 114,948 SH
11 ISHARES TR IVV 464287200 $14.5M 0.91% 22,126 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $13.4M 0.84% 62,298 SH
13 ISHARES TR EFA 464287465 $13.3M 0.84% 137,069 SH
14 VANGUARD INDEX FDS VUG 922908736 $13.3M 0.84% 30,436 SH
15 ISHARES TR IWF 464287614 $12.7M 0.80% 29,793 SH
16 VANGUARD WHITEHALL FDS VYMI 921946794 $12.5M 0.79% 132,590 SH
17 VANGUARD MUN BD FDS VTEB 922907746 $12.1M 0.76% 241,903 SH
18 VANGUARD INDEX FDS VO 922908629 $11.2M 0.71% 38,970 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $11.1M 0.70% 204,597 SH
20 VANGUARD BD INDEX FDS BND 921937835 $11.0M 0.69% 149,529 SH
21 MICROSOFT CORP MSFT 594918104 $10.9M 0.69% 29,474 SH
22 ISHARES TR IJH 464287507 $10.5M 0.66% 155,049 SH
23 ISHARES TR IWM 464287655 $10.4M 0.66% 42,128 SH
24 INVESCO QQQ TR QQQ 46090E103 $9.6M 0.60% 16,576 SH
25 NVIDIA CORPORATION NVDA 67066G104 $9.5M 0.60% 54,690 SH
26 ALPHABET INC GOOG 02079K107 $9.5M 0.60% 33,239 SH
27 ISHARES TR IWV 464287689 $8.9M 0.56% 24,122 SH
28 VANGUARD WHITEHALL FDS VYM 921946406 $7.9M 0.50% 53,255 SH
29 AMAZON COM INC AMZN 023135106 $7.8M 0.49% 37,683 SH
30 ABBVIE INC ABBV 00287Y109 $7.5M 0.47% 34,558 SH
31 VANGUARD INDEX FDS VTV 922908744 $7.2M 0.45% 36,744 SH
32 ALPHABET INC GOOGL 02079K305 $6.8M 0.43% 23,567 SH
33 AGNICO EAGLE MINES LTD AEM 008474108 $6.3M 0.40% 31,000 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.3M 0.40% 13,126 SH
35 ISHARES TR IWD 464287598 $5.9M 0.37% 27,706 SH
36 ISHARES TR IWR 464287499 $5.7M 0.36% 58,676 SH
37 VANGUARD CHARLOTTE FDS BNDX 92203J407 $5.7M 0.36% 118,678 SH
38 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.6M 0.35% 5,595 SH
39 VANGUARD INDEX FDS VV 922908637 $5.6M 0.35% 18,597 SH
40 ISHARES TR DVY 464287168 $5.5M 0.35% 36,537 SH
41 VANGUARD INDEX FDS VB 922908751 $5.5M 0.35% 21,072 SH
42 VANGUARD INDEX FDS VBR 922908611 $5.1M 0.32% 23,659 SH
43 JOHNSON & JOHNSON JNJ 478160104 $4.8M 0.30% 19,693 SH
44 JPMORGAN CHASE & CO JPM 46625H100 $4.7M 0.30% 15,957 SH
45 ELI LILLY & CO LLY 532457108 $4.6M 0.29% 4,986 SH
46 VANGUARD INTL EQUITY INDEX F VGK 922042874 $4.5M 0.28% 54,275 SH
47 BROADCOM INC AVGO 11135F101 $4.4M 0.28% 14,121 SH
48 VANGUARD WORLD FD VGT 92204A702 $4.3M 0.27% 6,113 SH
49 ISHARES TR IEFA 46432F842 $4.0M 0.25% 43,980 SH
50 UNITEDHEALTH GROUP INC UNH 91324P102 $3.8M 0.24% 13,889 SH