Security National Bank of Sioux City Iowa’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$847K	Buy	11,640 +4,398	+61%	+$342K	0.5%	59
2025 Q4	$589K	Sell	7,242 -72	-1%	-$5.84K	0.38%	61
2025 Q3	$585K	Sell	7,314 -54	-0.7%	-$4.13K	0.38%	58
2025 Q2	$538K	Sell	7,368 -30	-0.4%	-$1.98K	0.38%	61
2025 Q1	$457K	Buy	7,398 +2,520	+52%	+$170K	0.33%	64
2024 Q4	$334K	Sell	4,878 -126	-3%	-$8.46K	0.23%	73
2024 Q3	$320K	Sell	5,004 -330	-6%	-$20.5K	0.2%	86
2024 Q2	$332K	Sell	5,334 -18	-0.3%	-$1.05K	0.24%	72
2024 Q1	$307K	Sell	5,352 -324	-6%	-$17.8K	0.22%	76
2023 Q4	$294K	Hold	5,676	–	–	0.22%	78
2023 Q3	$258K	Sell	5,676 -60	-1%	-$2.83K	0.2%	79
2023 Q2	$271K	Buy	+5,736	New	+$249K	0.2%	80
2021 Q3	–	Sell	-30,900	Closed	-$1.48M	–	116
2021 Q2	$1.48M	Buy	+30,900	New	+$1.4M	1.16%	38

Other funds holding VUG

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Security National Bank of Sioux City Iowa increased its Vanguard Morningstar Growth ETF (VUG) stake by 61% in Q1 2026, buying an estimated $342K and bringing the position to 11,640 shares worth $847K. The position accounts for 0.5% of the portfolio, ranked #59.

Security National Bank of Sioux City Iowa first reported a position in VUG in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.48M in Q2 2021. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Security National Bank of Sioux City Iowa held 11,640 shares of Vanguard Morningstar Growth ETF worth $847K as of Q1 2026.
Security National Bank of Sioux City Iowa bought 4,398 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $342K.
Vanguard Morningstar Growth ETF made up 0.5% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #59 holding.
Security National Bank of Sioux City Iowa first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 13 quarters since.
Security National Bank of Sioux City Iowa's Vanguard Morningstar Growth ETF position peaked at $1.48M in Q2 2021.
2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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