ANTB
VOT icon

AMG National Trust Bank’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

AMG National Trust Bank’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Sell
868
-130
-13% -$37.5K 0.01% 403
2026
Q1 		$257K Buy
998
+130
+15% +$35.7K 0.01% 441
2025
Q4 		$242K Hold
868
– – 0.01% 420
2025
Q3 		$255K Sell
868
-15
-2% -$4.33K 0.01% 417
2025
Q2 		$251K Sell
883
-5
-0.6% -$1.29K 0.01% 412
2025
Q1 		$217K Hold
888
– – 0.01% 417
2024
Q4 		$225K Hold
888
– – 0.01% 422
2024
Q3 		$216K Sell
888
-101
-10% -$23.5K 0.01% 421
2024
Q2 		$227K Buy
+989
New +$227K 0.01% 421
2022
Q4 		– Sell
-1,218
Closed -$208K – 458
2022
Q3 		$208K Buy
1,218
+95
+8% +$18K 0.01% 418
2022
Q2 		$220K Sell
1,123
-220
-16% -$42.6K 0.01% 405
2022
Q1 		$299K Sell
1,343
-115
-8% -$25.4K 0.01% 398
2021
Q4 		$371K Hold
1,458
– – 0.01% 383
2021
Q3 		$345K Sell
1,458
-25
-2% -$6.05K 0.01% 394
2021
Q2 		$351K Sell
1,483
-530
-26% -$119K 0.01% 387
2021
Q1 		$432K Sell
2,013
-10
-0.5% -$2.17K 0.01% 361
2020
Q4 		$429K Buy
2,023
+150
+8% +$29.5K 0.02% 364
2020
Q3 		$337K Buy
1,873
+10
+0.5% +$1.76K 0.01% 366
2020
Q2 		$308K Buy
+1,863
New +$282K 0.01% 369

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

AMG National Trust Bank's VOT Position: Q2 2026 in Review

AMG National Trust Bank reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $37.5K and leaving 868 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #403.

AMG National Trust Bank first reported a position in VOT in Q2 2020 and has held it in 19 quarters since. The position peaked at $432K in Q1 2021. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • AMG National Trust Bank held 868 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $266K as of Q2 2026.
  • AMG National Trust Bank sold 130 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $37.5K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #403 holding.
  • AMG National Trust Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 19 quarters since.
  • AMG National Trust Bank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $432K in Q1 2021.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.