Security National Bank of So Dak’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-969	Closed	-$266K	–	116
2025 Q1	$266K	Sell	969 -135	-12%	-$39.2K	0.15%	95
2024 Q4	$320K	Hold	1,104	–	–	0.18%	88
2024 Q3	$313K	Buy	+1,104	New	+$301K	0.17%	84

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Security National Bank of So Dak's VTI Position: Q2 2025 in Review

Security National Bank of So Dak sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 969 shares — an estimated $266K sold.

Security National Bank of So Dak first reported a position in VTI in Q3 2024 and held it in 3 quarters. The position peaked at $320K in Q4 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Security National Bank of So Dak reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Security National Bank of So Dak sold 969 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $266K.
Security National Bank of So Dak first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and held it in 3 quarters.
Security National Bank of So Dak's Vanguard Morningstar Total Stock Market ETF position peaked at $320K in Q4 2024.
3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Security National Bank of So Dak's 13F filing for Q2 2025, filed 15 Aug 2025.