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AMG National Trust Bank’s Vanguard Total World Stock ETF VT Stock Holding History

AMG National Trust Bank’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$685K Sell
4,362
-1,835
-30% -$280K 0.01% 295
2026
Q1 		$857K Buy
6,197
+1,045
+20% +$150K 0.02% 329
2025
Q4 		$727K Buy
5,152
+1,561
+43% +$218K 0.02% 327
2025
Q3 		$495K Buy
+3,591
New +$477K 0.01% 351
2024
Q3 		– Sell
-2,880
Closed -$324K – 465
2024
Q2 		$324K Buy
+2,880
New +$318K 0.01% 378

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

AMG National Trust Bank reduced its Vanguard Total World Stock ETF (VT) stake by 30% in Q2 2026, selling an estimated $280K and leaving 4,362 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #295.

AMG National Trust Bank first reported a position in VT in Q2 2024 and has held it in 5 quarters since. The position peaked at $857K in Q1 2026. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • AMG National Trust Bank held 4,362 shares of Vanguard Total World Stock ETF worth $685K as of Q2 2026.
  • AMG National Trust Bank sold 1,835 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $280K.
  • Vanguard Total World Stock ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #295 holding.
  • AMG National Trust Bank first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 5 quarters since.
  • AMG National Trust Bank's Vanguard Total World Stock ETF position peaked at $857K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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