Security National Bank’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Security National Bank’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-424	Closed	-$103K	–	387
2025 Q3	$103K	Buy	+424	New	+$99.2K	0.02%	186
2022 Q2	–	Sell	-5,249	Closed	-$835K	–	104
2022 Q1	$835K	Hold	5,249	–	–	0.19%	60
2021 Q4	$882K	Hold	5,249	–	–	0.2%	59
2021 Q3	$800K	Hold	5,249	–	–	0.2%	57
2021 Q2	$800K	Hold	5,249	–	–	0.21%	55
2021 Q1	$736K	Hold	5,249	–	–	0.22%	56
2020 Q4	$700K	Hold	5,249	–	–	0.22%	51
2020 Q3	$629K	Hold	5,249	–	–	0.22%	51
2020 Q2	$575K	Buy	+5,249	New	+$543K	0.24%	49

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Security National Bank's MGC Position: Q4 2025 in Review

Security National Bank sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 424 shares — an estimated $103K sold.

Security National Bank first reported a position in MGC in Q2 2020 and held it in 9 quarters. The position peaked at $882K in Q4 2021. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Security National Bank reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
Security National Bank sold 424 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $103K.
Security National Bank first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and held it in 9 quarters.
Security National Bank's Vanguard Morningstar Mega Cap ETF position peaked at $882K in Q4 2021.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.