Security National Bank of So Dak’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$512K Buy
2,107
+123
+6% +$28.6K 0.24% 86
2026
Q1
$431K Buy
1,984
+1,030
+108% +$230K 0.21% 90
2025
Q4
$202K Buy
+954
New +$200K 0.1% 111

Other funds holding VBR

Security National Bank of So Dak's VBR Position: Q2 2026 in Review

Security National Bank of So Dak increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.2% in Q2 2026, buying an estimated $28.6K and bringing the position to 2,107 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #86.

Security National Bank of So Dak first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Security National Bank of So Dak held 2,107 shares of Vanguard Morningstar Small-Cap Value ETF worth $512K as of Q2 2026.
  • Security National Bank of So Dak bought 123 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $28.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.24% of Security National Bank of So Dak's portfolio in Q2 2026, its #86 holding.
  • Security National Bank of So Dak first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Security National Bank of So Dak's 13F filing for Q2 2026, filed 18 Sep 2026.