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Security National Bank’s Vanguard Consumer Staples ETF VDC Stock Holding History

Security National Bank’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25
Closed -$5.34K – 397
2025
Q3 		$5.34K Hold
25
– – ﹤0.01% 334
2025
Q2 		$5.47K Hold
25
– – ﹤0.01% 300
2025
Q1 		$5.47K Hold
25
– – ﹤0.01% 299
2024
Q4 		$5.29K Hold
25
– – ﹤0.01% 296
2024
Q3 		$5.46K Hold
25
– – ﹤0.01% 268
2024
Q2 		$5.08K Hold
25
– – ﹤0.01% 273
2024
Q1 		$5.1K Buy
+25
New +$4.91K ﹤0.01% 264

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Security National Bank sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2025, closing a stake of 25 shares — an estimated $5.34K sold.

Security National Bank first reported a position in VDC in Q1 2024 and held it in 7 quarters. The position peaked at $5.47K in Q2 2025. 635 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

  • Security National Bank reported no remaining Vanguard Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 25 Vanguard Consumer Staples ETF shares in Q4 2025, an estimated $5.34K.
  • Security National Bank first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and held it in 7 quarters.
  • Security National Bank's Vanguard Consumer Staples ETF position peaked at $5.47K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

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