Security National Bank of So Dak’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$849K	Buy	11,820 +3,112	+36%	+$231K	0.41%	62
2025 Q4	$632K	Hold	8,708	–	–	0.31%	72
2025 Q3	$639K	Buy	8,708 +788	+10%	+$56.6K	0.32%	69
2025 Q2	$554K	Hold	7,920	–	–	0.3%	73
2025 Q1	$512K	Buy	7,920 +396	+5%	+$26.6K	0.29%	76
2024 Q4	$497K	Buy	7,524 +120	+2%	+$8.15K	0.28%	70
2024 Q3	$488K	Hold	7,404	–	–	0.27%	72
2024 Q2	$448K	Hold	7,404	–	–	0.27%	73
2024 Q1	$462K	Buy	7,404 +1,840	+33%	+$109K	0.28%	71
2023 Q4	$324K	Sell	5,564 -3,720	-40%	-$199K	0.21%	80
2023 Q3	$483K	Buy	9,284 +120	+1%	+$6.58K	0.36%	69
2023 Q2	$504K	Buy	+9,164	New	+$480K	0.36%	68
2022 Q4	$312K	Buy	6,120 +80	+1%	+$4.08K	0.23%	81
2022 Q3	$284K	Buy	6,040 +120	+2%	+$6.27K	0.26%	76
2022 Q2	$292K	Hold	5,920	–	–	0.24%	80
2022 Q1	$352K	Sell	5,920 -1,720	-23%	-$101K	0.25%	76
2021 Q4	$487K	Hold	7,640	–	–	0.33%	68
2021 Q3	$452K	Buy	7,640 +208	+3%	+$12.6K	0.35%	65
2021 Q2	$441K	Sell	7,432 -528	-7%	-$30.6K	0.34%	64
2021 Q1	$440K	Sell	7,960 -240	-3%	-$13K	0.37%	65
2020 Q4	$424K	Sell	8,200 -200	-2%	-$9.68K	0.38%	64
2020 Q3	$370K	Hold	8,400	–	–	0.37%	63
2020 Q2	$344K	Buy	8,400 +980	+13%	+$37.5K	0.39%	58
2020 Q1	$244K	Sell	7,420 -9,268	-56%	-$384K	0.33%	61
2019 Q4	$743K	Buy	16,688 +20	+0.1%	+$859	0.75%	53
2019 Q3	$698K	Buy	16,668 +2,220	+15%	+$92.8K	0.81%	48
2019 Q2	$604K	Hold	14,448	–	–	0.71%	54
2019 Q1	$581K	Buy	14,448 +680	+5%	+$26.2K	0.73%	54
2018 Q4	$476K	Hold	13,768	–	–	0.62%	56
2018 Q3	$565K	Hold	13,768	–	–	0.65%	57
2018 Q2	$543K	Buy	13,768 +140	+1%	+$5.5K	0.63%	62
2018 Q1	$525K	Sell	13,628 -6,320	-32%	-$249K	0.6%	64
2017 Q4	$772K	Hold	19,948	–	–	0.83%	51
2017 Q3	$733K	Sell	19,948 -400	-2%	-$14.4K	0.84%	54
2017 Q2	$725K	Hold	20,348	–	–	0.85%	54
2017 Q1	$708K	Sell	20,348 -272	-1%	-$9.35K	0.85%	57
2016 Q4	$679K	Buy	20,620 +2,384	+13%	+$77.2K	0.83%	57
2016 Q3	$590K	Buy	18,236 +4,056	+29%	+$130K	0.76%	58
2016 Q2	$438K	Buy	14,180 +68	+0.5%	+$2.08K	0.59%	62
2016 Q1	$428K	Buy	+14,112	New	+$399K	0.61%	63

Other funds holding VO

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

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Security National Bank of So Dak increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 36% in Q1 2026, buying an estimated $231K and bringing the position to 11,820 shares worth $849K. The position accounts for 0.41% of the portfolio, ranked #62.

Security National Bank of So Dak first reported a position in VO in Q1 2016 and has held it in 40 quarters since. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Security National Bank of So Dak held 11,820 shares of Vanguard Morningstar Mid-Cap ETF worth $849K as of Q1 2026.
Security National Bank of So Dak bought 3,112 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $231K.
Vanguard Morningstar Mid-Cap ETF made up 0.41% of Security National Bank of So Dak's portfolio in Q1 2026, its #62 holding.
Security National Bank of So Dak first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 40 quarters since.
2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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