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

Security National Bank of Sioux City Iowa’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Buy
+1,166
New +$261K 0.15% 96

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AL
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 1,166 shares worth $253K. The stake represents 0.15% of the portfolio and ranks #96 among its holdings.

1,709 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Security National Bank of Sioux City Iowa held 1,166 shares of Vanguard Morningstar Small-Cap Value ETF worth $253K as of Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Security National Bank of Sioux City Iowa position in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.15% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #96 holding.
  • 1,709 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

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