Vanguard National Trust
SM icon

Vanguard National Trust’s SM Energy SM Stock Holding History

Vanguard National Trust’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.1K Hold
655
– – ﹤0.01% 546
2026
Q1 		$20.4K Buy
+655
New +$14.9K ﹤0.01% 494

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AC
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State Street
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard National Trust held its SM Energy (SM) position steady in Q2 2026 at 655 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Vanguard National Trust first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.4K in Q1 2026. 494 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Vanguard National Trust held 655 shares of SM Energy worth $17.1K as of Q2 2026.
  • Vanguard National Trust left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Vanguard National Trust's portfolio in Q2 2026, its #546 holding.
  • Vanguard National Trust first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Vanguard National Trust's SM Energy position peaked at $20.4K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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