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Vanguard National Trust Co

Bank
Location
MALVERN, PA
Portfolio Value
Small $315,676,035
Diversification
Diversified
Filing Date
Mar 31, 2026
Global Rank
#3,343 / 8,604 · as of Mar 2026
Top Industry
Consumer Electronics 8.9%
Period ended 3 months ago
Filed May 8, 2026 · 2mo

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+2.7%
SPY
+1.0%
Annualised alpha
Max drawdown
−3.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

547 positions · as of Mar 31, 2026
Top Position
17.9%
of portfolio value
Top 5
37.3%
of portfolio value
Top 10
49.4%
of portfolio value
HHI
492
Diversified

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Unclassified 22.1% $69,842,606
Technology 21.2% $66,831,912
Financial Services 15.8% $49,990,878
Healthcare 10.0% $31,520,818
Industrials 5.8% $18,302,783
Consumer Defensive 5.8% $18,273,514
Consumer Cyclical 5.6% $17,701,680
Basic Materials 5.2% $16,490,200
Communication Services 3.3% $10,404,583
Energy 2.5% $7,744,364
Real Estate 1.7% $5,243,892
Utilities 1.1% $3,328,805

Portfolio Positions

Export CSV View 13F filing
547 positions · $315,676,035 total · as of Mar 31, 2026
Showing 1–50 of 547 positions by value · page 1 of 11
Ticker Company Shares Value (USD) % of Portfolio History