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AMG National Trust Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

AMG National Trust Bank’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
9,260
+1
+0% +$334 0.07% 147
2026
Q1 		$2.77M Buy
9,259
+301
+3% +$94.2K 0.06% 190
2025
Q4 		$2.82M Buy
8,958
+2
+0% +$625 0.07% 167
2025
Q3 		$2.76M Sell
8,956
-141
-2% -$41.7K 0.07% 167
2025
Q2 		$2.6M Buy
9,097
+2,019
+29% +$532K 0.07% 162
2025
Q1 		$1.82M Hold
7,078
– – 0.05% 206
2024
Q4 		$1.92M Sell
7,078
-323
-4% -$87.5K 0.05% 197
2024
Q3 		$1.95M Buy
7,401
+402
+6% +$102K 0.05% 200
2024
Q2 		$1.75M Sell
6,999
-428
-6% -$103K 0.05% 213
2024
Q1 		$1.78M Sell
7,427
-269
-3% -$61.5K 0.05% 202
2023
Q4 		$1.68M Buy
7,696
+528
+7% +$108K 0.05% 198
2023
Q3 		$1.4M Buy
7,168
+493
+7% +$100K 0.05% 218
2023
Q2 		$1.35M Buy
6,675
+519
+8% +$99.5K 0.05% 227
2023
Q1 		$1.15M Sell
6,156
-1,236
-17% -$225K 0.04% 260
2022
Q4 		$1.29M Sell
7,392
-1,639
-18% -$288K 0.05% 224
2022
Q3 		$1.48M Buy
9,031
+5,025
+125% +$914K 0.06% 200
2022
Q2 		$695K Buy
+4,006
New +$752K 0.03% 303

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AMG National Trust Bank increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.01% in Q2 2026, buying an estimated $334 and bringing the position to 9,260 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #147.

AMG National Trust Bank first reported a position in VV in Q2 2022 and has held it in 17 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • AMG National Trust Bank held 9,260 shares of Vanguard Morningstar Large-Cap ETF worth $3.18M as of Q2 2026.
  • AMG National Trust Bank bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of AMG National Trust Bank's portfolio in Q2 2026, its #147 holding.
  • AMG National Trust Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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