Vanguard National Trust’s Broadridge BR Stock Holding History

Vanguard National Trust’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$718K	Buy	5,245 +1,245	+31%	+$188K	0.04%	152
2026 Q1	$650K	Buy	+4,000	New	+$760K	0.04%	149

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard National Trust's BR Position: Q2 2026 in Review

Vanguard National Trust increased its Broadridge (BR) stake by 31% in Q2 2026, buying an estimated $188K and bringing the position to 5,245 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #152.

Vanguard National Trust first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Vanguard National Trust held 5,245 shares of Broadridge worth $718K as of Q2 2026.
Vanguard National Trust bought 1,245 Broadridge shares in Q2 2026, an estimated $188K.
Broadridge made up 0.04% of Vanguard National Trust's portfolio in Q2 2026, its #152 holding.
Vanguard National Trust first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
1,004 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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