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Vanguard National Trust

Vanguard National Trust Portfolio holdings

AUM $1.84B
This Fund
S&P 500
This Quarter Est. Return
-2.36%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
Cap. Flow
+$1.65B
Cap. Flow %
104.09%
Top 10 Hldgs %
65.3%
Holding
751
New
750
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.22%
2 Financials 3.19%
3 Healthcare 1.99%
4 Communication Services 1.26%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EFAV icon
226
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.45B
$263K 0.02%
+2,877
New +$260K
DBEF icon
227
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.44B
$258K 0.02%
+5,221
New +$262K
FITB
228
Fifth Third Bancorp
FITB
$52.2B
$256K 0.02%
+5,519
New +$272K
FNDA icon
229
Schwab Fundamental US Small Company Index ETF
FNDA
$9.4B
$256K 0.02%
+7,889
New +$264K
VOT icon
230
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.2B
$256K 0.02%
+993
New +$273K
CHDN icon
231
Churchill Downs
CHDN
$6.33B
$255K 0.02%
+2,844
New +$270K
INTC icon
232
Intel
INTC
$547B
$254K 0.02%
+5,758
New +$264K
QUAL icon
233
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$250K 0.02%
+1,301
New +$261K
VLO icon
234
Valero Energy
VLO
$100B
$245K 0.02%
+991
New +$204K
ZTS icon
235
Zoetis
ZTS
$30.2B
$240K 0.02%
+2,033
New +$251K
NOW icon
236
ServiceNow
NOW
$122B
$235K 0.01%
+2,250
New +$265K
BLK icon
237
Blackrock
BLK
$182B
$235K 0.01%
+244
New +$257K
KHC icon
238
Kraft Heinz
KHC
$29.3B
$234K 0.01%
+10,389
New +$244K
OMC icon
239
Omnicom Group
OMC
$23.4B
$232K 0.01%
+3,082
New +$239K
HEFA icon
240
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.76B
$229K 0.01%
+5,390
New +$232K
SCHW
241
Charles Schwab
SCHW
$191B
$223K 0.01%
+2,376
New +$233K
MNST icon
242
Monster Beverage
MNST
$89.2B
$221K 0.01%
+6,108
New +$241K
IRM icon
243
Iron Mountain
IRM
$38.5B
$214K 0.01%
+2,100
New +$209K
BNL icon
244
Broadstone Net Lease
BNL
$4.38B
$214K 0.01%
+11,699
New +$220K
LIN icon
245
Linde
LIN
$219B
$214K 0.01%
+431
New +$203K
KGC icon
246
Kinross Gold
KGC
$32.9B
$213K 0.01%
+6,987
New +$229K
MAR icon
247
Marriott International
MAR
$93B
$212K 0.01%
+647
New +$213K
SYK icon
248
Stryker
SYK
$127B
$211K 0.01%
+641
New +$230K
ACWV icon
249
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.36B
$206K 0.01%
+1,726
New +$209K
MLM icon
250
Martin Marietta Materials
MLM
$32.4B
$206K 0.01%
+350
New +$223K

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Vanguard National Trust's Q1 2026 Portfolio in Review

Q1 2026 is the first quarter with a 13F filing on record for Vanguard National Trust, which disclosed 751 positions worth $1.59B. Its ten largest holdings account for 65% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 1,313,941 shares worth $422M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, followed by Financials and Healthcare.

  • Vanguard National Trust's largest Q1 2026 buy was Vanguard Morningstar Total Stock Market ETF: 1,313,941 shares worth $422M.
  • Vanguard National Trust's ten largest holdings make up 65% of its $1.59B portfolio in Q1 2026.
  • Vanguard National Trust disclosed 751 positions in Q1 2026, its first 13F filing on record.

Based on Vanguard National Trust's 13F filing for Q1 2026, filed 8 May 2026.