Vanguard National Trust
BTO

Vanguard National Trust’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Vanguard National Trust’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Hold
2,915
– – 0.01% 331
2026
Q1 		$105K Buy
+2,915
New +$106K 0.01% 315

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Raymond James Financial
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
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ACM
Alessandra Capital Management Torrance, California $141M AUM

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

Vanguard National Trust held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 2,915 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #331.

Vanguard National Trust first reported a position in BTO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Vanguard National Trust held 2,915 shares of John Hancock Financial Opportunities Fund worth $115K as of Q2 2026.
  • Vanguard National Trust left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up 0.01% of Vanguard National Trust's portfolio in Q2 2026, its #331 holding.
  • Vanguard National Trust first reported a position in John Hancock Financial Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

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