Security National Bank of So Dak’s Vanguard Real Estate ETF VNQ Stock Holding History

Security National Bank of So Dak’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$436K	Buy	4,910 +1,720	+54%	+$158K	0.21%	87
2025 Q4	$282K	Hold	3,190	–	–	0.14%	96
2025 Q3	$292K	Sell	3,190 -25	-0.8%	-$2.27K	0.15%	93
2025 Q2	$286K	Buy	3,215 +100	+3%	+$8.82K	0.16%	93
2025 Q1	$282K	Buy	+3,115	New	+$283K	0.16%	92
2024 Q1	–	Sell	-5,865	Closed	-$518K	–	98
2023 Q4	$518K	Buy	5,865 +1,540	+36%	+$122K	0.34%	66
2023 Q3	$327K	Buy	+4,325	New	+$357K	0.24%	81
2021 Q2	–	Sell	-2,842	Closed	-$261K	–	116
2021 Q1	$261K	Sell	2,842 -50	-2%	-$4.39K	0.22%	80
2020 Q4	$246K	Sell	2,892 -265	-8%	-$22K	0.22%	78
2020 Q3	$249K	Hold	3,157	–	–	0.25%	75
2020 Q2	$248K	Buy	+3,157	New	+$239K	0.28%	69
2020 Q1	–	Sell	-3,027	Closed	-$281K	–	82
2019 Q4	$281K	Buy	3,027 +5	+0.2%	+$463	0.29%	68
2019 Q3	$282K	Buy	3,022 +80	+3%	+$7.26K	0.33%	64
2019 Q2	$257K	Hold	2,942	–	–	0.3%	69
2019 Q1	$256K	Buy	+2,942	New	+$243K	0.32%	67
2018 Q1	–	Sell	-4,032	Closed	-$335K	–	94
2017 Q4	$335K	Hold	4,032	–	–	0.36%	77
2017 Q3	$335K	Sell	4,032 -100	-2%	-$8.36K	0.38%	73
2017 Q2	$344K	Sell	4,132 -275	-6%	-$22.9K	0.4%	74
2017 Q1	$364K	Buy	4,407 +179	+4%	+$14.8K	0.44%	73
2016 Q4	$349K	Buy	4,228 +330	+8%	+$26.9K	0.43%	74
2016 Q3	$338K	Buy	3,898 +925	+31%	+$82.5K	0.44%	70
2016 Q2	$264K	Buy	2,973 +99	+3%	+$8.32K	0.36%	68
2016 Q1	$241K	Buy	+2,874	New	+$224K	0.34%	68

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Security National Bank of So Dak's VNQ Position: Q1 2026 in Review

Security National Bank of So Dak increased its Vanguard Real Estate ETF (VNQ) stake by 54% in Q1 2026, buying an estimated $158K and bringing the position to 4,910 shares worth $436K. The position accounts for 0.21% of the portfolio, ranked #87.

Security National Bank of So Dak first reported a position in VNQ in Q1 2016 and has held it in 23 quarters since. The position peaked at $518K in Q4 2023. 1,777 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Security National Bank of So Dak held 4,910 shares of Vanguard Real Estate ETF worth $436K as of Q1 2026.
Security National Bank of So Dak bought 1,720 Vanguard Real Estate ETF shares in Q1 2026, an estimated $158K.
Vanguard Real Estate ETF made up 0.21% of Security National Bank of So Dak's portfolio in Q1 2026, its #87 holding.
Security National Bank of So Dak first reported a position in Vanguard Real Estate ETF in Q1 2016 and has held it in 23 quarters since.
Security National Bank of So Dak's Vanguard Real Estate ETF position peaked at $518K in Q4 2023.
1,777 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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