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
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: Q1 2026 in Review

Security National Bank of So Dak increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 108% in Q1 2026, buying an estimated $230K and bringing the position to 1,984 shares worth $431K. The position accounts for 0.21% of the portfolio, ranked #90.

Security National Bank of So Dak first reported a position in VBR in Q4 2025 and has held it in 2 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Security National Bank of So Dak held 1,984 shares of Vanguard Morningstar Small-Cap Value ETF worth $431K as of Q1 2026.
  • Security National Bank of So Dak bought 1,030 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $230K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.21% of Security National Bank of So Dak's portfolio in Q1 2026, its #90 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 2 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.