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AMG National Trust Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

AMG National Trust Bank’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204M Buy
341,293
+24,849
+8% +$15.5M 4.42% 4
2025
Q4 		$198M Buy
316,444
+29,545
+10% +$18.4M 4.67% 4
2025
Q3 		$176M Buy
286,899
+17,093
+6% +$10.1M 4.27% 4
2025
Q2 		$153M Buy
269,806
+28,931
+12% +$15.2M 4.02% 4
2025
Q1 		$124M Buy
240,875
+44,258
+23% +$23.9M 3.46% 4
2024
Q4 		$106M Buy
196,617
+30,526
+18% +$16.5M 2.92% 5
2024
Q3 		$87.6M Sell
166,091
-1,170
-0.7% -$595K 2.36% 7
2024
Q2 		$83.7M Buy
167,261
+17,485
+12% +$8.41M 2.26% 8
2024
Q1 		$72M Buy
149,776
+3,114
+2% +$1.43M 2.1% 9
2023
Q4 		$64.1M Buy
146,662
+3,039
+2% +$1.24M 2.01% 11
2023
Q3 		$56.4M Sell
143,623
-261
-0.2% -$107K 1.97% 11
2023
Q2 		$58.6M Buy
143,884
+1,791
+1% +$691K 1.95% 12
2023
Q1 		$53.4M Buy
142,093
+4,641
+3% +$1.7M 1.85% 12
2022
Q4 		$48.3M Buy
137,452
+8,385
+6% +$2.96M 1.75% 12
2022
Q3 		$42.4M Buy
129,067
+8,351
+7% +$3.05M 1.59% 13
2022
Q2 		$41.9M Buy
120,716
+5,660
+5% +$2.13M 1.56% 14
2022
Q1 		$47.8M Buy
115,056
+14,298
+14% +$5.85M 1.52% 14
2021
Q4 		$44M Buy
100,758
+7,474
+8% +$3.15M 1.31% 15
2021
Q3 		$36.8M Sell
93,284
-235
-0.3% -$95.3K 1.18% 16
2021
Q2 		$36.8M Buy
93,519
+1,396
+2% +$536K 1.17% 16
2021
Q1 		$33.6M Buy
92,123
+5,724
+7% +$2.03M 1.13% 17
2020
Q4 		$29.7M Buy
86,399
+9,782
+13% +$3.19M 1.06% 16
2020
Q3 		$23.6M Buy
76,617
+5,897
+8% +$1.8M 0.97% 19
2020
Q2 		$20M Buy
70,720
+39,484
+126% +$10.6M 0.89% 21
2020
Q1 		$7.4M Buy
31,236
+21,796
+231% +$6.11M 0.56% 31
2019
Q4 		$2.79M Buy
+9,440
New +$2.67M 0.16% 75

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AMG National Trust Bank's VOO Position: Q1 2026 in Review

AMG National Trust Bank increased its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q1 2026, buying an estimated $15.5M and bringing the position to 341,293 shares worth $204M. The position accounts for 4.42% of the portfolio, ranked #4.

AMG National Trust Bank first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • AMG National Trust Bank held 341,293 shares of Vanguard S&P 500 ETF worth $204M as of Q1 2026.
  • AMG National Trust Bank bought 24,849 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $15.5M.
  • Vanguard S&P 500 ETF made up 4.42% of AMG National Trust Bank's portfolio in Q1 2026, its #4 holding.
  • AMG National Trust Bank first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.