SNB
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Security National Bank’s Vanguard Core Bond ETF VCRB Stock Holding History

Security National Bank’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-902
Closed -$70.7K – 396
2025
Q3 		$70.7K Buy
+902
New +$70K 0.01% 214

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Security National Bank sold out of Vanguard Core Bond ETF (VCRB) in Q4 2025, closing a stake of 902 shares — an estimated $70.7K sold.

Security National Bank first reported a position in VCRB in Q3 2025 and held it in 1 quarter. The position peaked at $70.7K in Q3 2025. 245 funds tracked by Wall St. Rank hold VCRB as of Q4 2025.

  • Security National Bank reported no remaining Vanguard Core Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 902 Vanguard Core Bond ETF shares in Q4 2025, an estimated $70.7K.
  • Security National Bank first reported a position in Vanguard Core Bond ETF in Q3 2025 and held it in 1 quarter.
  • Security National Bank's Vanguard Core Bond ETF position peaked at $70.7K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q4 2025.

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