Vanguard National Trust
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Vanguard National Trust’s Everest Group EG Stock Holding History

Vanguard National Trust’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9K Sell
67
-17
-20% -$5.82K ﹤0.01% 507
2026
Q1 		$27.5K Buy
+84
New +$27.6K ﹤0.01% 465

Other funds holding EG

BlackRock
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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Vanguard National Trust reduced its Everest Group (EG) stake by 20% in Q2 2026, selling an estimated $5.82K and leaving 67 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Vanguard National Trust first reported a position in EG in Q1 2026 and has held it in 2 quarters since. The position peaked at $27.5K in Q1 2026. 682 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Vanguard National Trust held 67 shares of Everest Group worth $23.9K as of Q2 2026.
  • Vanguard National Trust sold 17 Everest Group shares in Q2 2026, an estimated $5.82K.
  • Everest Group made up ﹤0.01% of Vanguard National Trust's portfolio in Q2 2026, its #507 holding.
  • Vanguard National Trust first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • Vanguard National Trust's Everest Group position peaked at $27.5K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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