Top 50 Moody National Bank Trust Division Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.78% | 1.11M | $71.2M | +72.24%(+466.10K) | $56.74(+21.58%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.01% | 105.6K | $63.1M | +2.81%(+2.88K) | $498.11(+33.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.45% | 208.0K | $36.3M | -0.09%(-197) | $29.75(+560.54%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.23% | 165.0K | $34.0M | +2.60%(+4.18K) | $177.22(+29.38%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | 557.9K | $30.2M | +31.56%(+133.81K) | $48.10(+23.41%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.81% | 45.4K | $29.5M | +30.08%(+10.51K) | $638.84(+13.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.74% | 44.0K | $28.7M | +0.00%(+0) | $247.29(+193.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.68% | 110.7K | $28.1M | -0.08%(-90) | $84.55(+236.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.09% | 59.3K | $22.0M | +0.17%(+102) | $148.05(+177.86%) | 2026-03-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 1.93% | 202.8K | $20.3M | +4.98%(+9.63K) | $83.78(+36.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.53% | +38.74% |
| Top 20 Holdings Unweighted | +21.85% | +80.93% |
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