Security National Bank of Sioux City Iowa’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$404K	Buy	4,555 +2,271	+99%	+$208K	0.24%	76
2025 Q4	$202K	Sell	2,284 -5	-0.2%	-$449	0.13%	86
2025 Q3	$209K	Buy	2,289 +5	+0.2%	+$454	0.14%	84
2025 Q2	$203K	Sell	2,284 -6	-0.3%	-$529	0.14%	85
2025 Q1	$207K	Buy	+2,290	New	+$208K	0.15%	85

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa increased its Vanguard Real Estate ETF (VNQ) stake by 99% in Q1 2026, buying an estimated $208K and bringing the position to 4,555 shares worth $404K. The position accounts for 0.24% of the portfolio, ranked #76.

Security National Bank of Sioux City Iowa first reported a position in VNQ in Q1 2025 and has held it in 5 quarters since. 1,780 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Security National Bank of Sioux City Iowa held 4,555 shares of Vanguard Real Estate ETF worth $404K as of Q1 2026.
Security National Bank of Sioux City Iowa bought 2,271 Vanguard Real Estate ETF shares in Q1 2026, an estimated $208K.
Vanguard Real Estate ETF made up 0.24% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #76 holding.
Security National Bank of Sioux City Iowa first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
1,780 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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