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Security National Bank of So Dak’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Security National Bank of So Dak’s Portfolio VNQI Stock Details VNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,664
Closed -$219K – 113
2024
Q3 		$219K Buy
+4,664
New +$203K 0.12% 98
2024
Q1 		– Sell
-7,454
Closed -$317K – 99
2023
Q4 		$317K Buy
+7,454
New +$297K 0.21% 81

Other funds holding VNQI

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Security National Bank of So Dak's VNQI Position: Q4 2024 in Review

Security National Bank of So Dak sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q4 2024, closing a stake of 4,664 shares — an estimated $219K sold.

Security National Bank of So Dak first reported a position in VNQI in Q4 2023 and held it in 2 quarters. The position peaked at $317K in Q4 2023. 347 funds tracked by Wall St. Rank hold VNQI as of Q4 2024.

  • Security National Bank of So Dak reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Security National Bank of So Dak sold 4,664 Vanguard Global ex-US Real Estate ETF shares in Q4 2024, an estimated $219K.
  • Security National Bank of So Dak first reported a position in Vanguard Global ex-US Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Security National Bank of So Dak's Vanguard Global ex-US Real Estate ETF position peaked at $317K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q4 2024.

Based on Security National Bank of So Dak's 13F filing for Q4 2024, filed 14 Feb 2025.