Security National Bank of Sioux City Iowa’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,011	Closed	-$707K	–	107
2025 Q4	$707K	Buy	+5,011	New	+$700K	0.45%	58
2025 Q1	–	Sell	-9,221	Closed	-$1.08M	–	94
2024 Q4	$1.08M	Buy	+9,221	New	+$1.11M	0.76%	55
2022 Q4	$1.58M	Buy	+18,333	New	+$1.57M	1.21%	34
2022 Q1	–	Sell	-3,789	Closed	-$407K	–	95
2021 Q4	$407K	Buy	+3,789	New	+$403K	0.28%	71
2021 Q3	–	Sell	-18,108	Closed	-$1.88M	–	114
2021 Q2	$1.88M	Buy	+18,108	New	+$1.85M	1.47%	23
2021 Q1	–	Sell	-12,365	Closed	-$1.15M	–	106
2020 Q4	$1.15M	Buy	+12,365	New	+$1.07M	0.98%	44
2020 Q1	–	Sell	-13,440	Closed	-$1.09M	–	89
2019 Q4	$1.09M	Buy	13,440 +9,363	+230%	+$728K	1.07%	39
2019 Q3	$305K	Buy	+4,077	New	+$305K	0.35%	67
2019 Q2	–	Sell	-17,897	Closed	-$1.31M	–	91
2019 Q1	$1.31M	Sell	17,897 -49,644	-74%	-$3.52M	1.51%	22
2018 Q4	$4.42M	Buy	67,541 +43,451	+180%	+$3.04M	4.58%	2
2018 Q3	$1.83M	Buy	24,090 +5,636	+31%	+$424K	1.61%	19
2018 Q2	$1.35M	Sell	18,454 -12,652	-41%	-$944K	1.27%	35
2018 Q1	$2.29M	Sell	31,106 -2,281	-7%	-$173K	2.15%	8
2017 Q4	$2.48M	Buy	+33,387	New	+$2.43M	2.25%	7
2017 Q1	–	Sell	-43,490	Closed	-$2.65M	–	85
2016 Q4	$2.65M	Buy	+43,490	New	+$2.63M	2.76%	3
2016 Q1	–	Sell	-148,409	Closed	-$8.55M	–	74
2015 Q4	$8.55M	Buy	+148,409	New	+$8.7M	8.47%	1
2015 Q1	–	Sell	-20,375	Closed	-$1.23M	–	83
2014 Q4	$1.23M	Buy	+20,375	New	+$1.22M	1.37%	35

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 5,011 shares — an estimated $707K sold.

Security National Bank of Sioux City Iowa first reported a position in VT in Q4 2014 and held it in 17 quarters. The position peaked at $8.55M in Q4 2015. 1,233 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Security National Bank of Sioux City Iowa reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 5,011 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $707K.
Security National Bank of Sioux City Iowa first reported a position in Vanguard Total World Stock ETF in Q4 2014 and held it in 17 quarters.
Security National Bank of Sioux City Iowa's Vanguard Total World Stock ETF position peaked at $8.55M in Q4 2015.
1,233 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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