Security National Bank of Sioux City Iowa’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$291K	Buy	1,110 +187	+20%	+$50.6K	0.17%	88
2025 Q4	$238K	Sell	923 -13	-1%	-$3.33K	0.15%	83
2025 Q3	$238K	Hold	936	–	–	0.16%	81
2025 Q2	$222K	Sell	936 -4	-0.4%	-$892	0.16%	84
2025 Q1	$208K	Sell	940 -49	-5%	-$11.7K	0.15%	83
2024 Q4	$238K	Sell	989 -19	-2%	-$4.67K	0.17%	87
2024 Q3	$239K	Sell	1,008 -5	-0.5%	-$1.14K	0.15%	98
2024 Q2	$221K	Buy	1,013 +21	+2%	+$4.61K	0.16%	89
2024 Q1	$227K	Sell	992 -5,840	-85%	-$1.26M	0.16%	87
2023 Q4	$1.46M	Sell	6,832 -20	-0.3%	-$3.85K	1.1%	40
2023 Q3	$1.3M	Sell	6,852 -5	-0.1%	-$996	1.01%	43
2023 Q2	$1.36M	Buy	+6,857	New	+$1.3M	1.03%	42
2022 Q4	$1.33M	Buy	7,251 +102	+1%	+$18.9K	1.02%	43
2022 Q3	$1.22M	Buy	7,149 +567	+9%	+$107K	1.09%	39
2022 Q2	$1.16M	Buy	6,582 +33	+0.5%	+$6.37K	0.99%	43
2022 Q1	$1.39M	Buy	6,549 +21	+0.3%	+$4.42K	1.04%	41
2021 Q4	$1.48M	Buy	6,528 +1,044	+19%	+$237K	1.01%	41
2021 Q3	$1.2M	Buy	5,484 +804	+17%	+$179K	0.92%	45
2021 Q2	$1.05M	Buy	4,680 +2,769	+145%	+$614K	0.83%	46
2021 Q1	$409K	Sell	1,911 -170	-8%	-$35.8K	0.33%	69
2020 Q4	$405K	Buy	2,081 +750	+56%	+$132K	0.35%	66
2020 Q3	$205K	Buy	+1,331	New	+$204K	0.19%	79
2020 Q1	–	Sell	-2,000	Closed	-$331K	–	87
2019 Q4	$331K	Buy	+2,000	New	+$319K	0.32%	70

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Security National Bank of Sioux City Iowa's VB Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q1 2026, buying an estimated $50.6K and bringing the position to 1,110 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #88.

Security National Bank of Sioux City Iowa first reported a position in VB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2021. 2,394 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Security National Bank of Sioux City Iowa held 1,110 shares of Vanguard Morningstar Small-Cap ETF worth $291K as of Q1 2026.
Security National Bank of Sioux City Iowa bought 187 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $50.6K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #88 holding.
Security National Bank of Sioux City Iowa first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
Security National Bank of Sioux City Iowa's Vanguard Morningstar Small-Cap ETF position peaked at $1.48M in Q4 2021.
2,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.