Security National Bank’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.62K Hold
19
﹤0.01% 344
2026
Q1
$4.13K Hold
19
﹤0.01% 352
2025
Q4
$4.02K Hold
19
﹤0.01% 335
2025
Q3
$3.96K Buy
+19
New +$3.88K ﹤0.01% 343

Other funds holding VBR

Security National Bank's VBR Position: Q2 2026 in Review

Security National Bank held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 19 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Security National Bank first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Security National Bank held 19 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.62K as of Q2 2026.
  • Security National Bank left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #344 holding.
  • Security National Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.