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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$366K	Buy	+5,104	New	+$379K	0.22%	81
2022 Q4	$1.25M	Buy	24,572 +156	+0.6%	+$7.95K	0.96%	46
2022 Q3	$1.15M	Buy	24,416 +1,536	+7%	+$80.3K	1.02%	43
2022 Q2	$1.13M	Buy	22,880 +68	+0.3%	+$3.67K	0.96%	44
2022 Q1	$1.36M	Sell	22,812 -4	-0%	-$235	1.01%	42
2021 Q4	$1.45M	Buy	22,816 +4,384	+24%	+$275K	1%	43
2021 Q3	$1.09M	Buy	18,432 +10,792	+141%	+$652K	0.84%	48
2021 Q2	$453K	Sell	7,640 -312	-4%	-$18.1K	0.36%	65
2021 Q1	$440K	Buy	7,952 +196	+3%	+$10.6K	0.35%	64
2020 Q4	$401K	Buy	7,756 +3,000	+63%	+$145K	0.34%	67
2020 Q3	$210K	Buy	+4,756	New	+$207K	0.2%	77
2020 Q1	–	Sell	-8,000	Closed	-$356K	–	88
2019 Q4	$356K	Buy	+8,000	New	+$344K	0.35%	67

Other funds holding VO

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

Security National Bank of Sioux City Iowa opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026: 5,104 shares worth $366K. The stake represents 0.22% of the portfolio and ranks #81 among its holdings. This is a return to the name: Security National Bank of Sioux City Iowa previously reported a position in VO as recently as Q4 2022.

Security National Bank of Sioux City Iowa first reported a position in VO in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2021. 2,393 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Security National Bank of Sioux City Iowa held 5,104 shares of Vanguard Morningstar Mid-Cap ETF worth $366K as of Q1 2026.
Vanguard Morningstar Mid-Cap ETF was a new Security National Bank of Sioux City Iowa position in Q1 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.22% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #81 holding.
Security National Bank of Sioux City Iowa first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Security National Bank of Sioux City Iowa's Vanguard Morningstar Mid-Cap ETF position peaked at $1.45M in Q4 2021.
2,393 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-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.