Security National Bank’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143K	Hold	955	–	–	0.02%	172
2026 Q1	$165K	Hold	955	–	–	0.02%	151
2025 Q4	$120K	Hold	955	–	–	0.02%	170
2025 Q3	$120K	Hold	955	–	–	0.02%	176
2025 Q2	$114K	Sell	955 -96	-9%	-$11.2K	0.02%	160
2025 Q1	$136K	Sell	1,051 -114	-10%	-$14.4K	0.03%	143
2024 Q4	$141K	Sell	1,165 -5	-0.4%	-$637	0.02%	136
2024 Q3	$143K	Hold	1,170	–	–	0.02%	127
2024 Q2	$149K	Hold	1,170	–	–	0.02%	122
2024 Q1	$154K	Hold	1,170	–	–	0.02%	116
2023 Q4	$137K	Buy	+1,170	New	+$140K	0.03%	127

Other funds holding VDE

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Security National Bank held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 955 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #172.

Security National Bank first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $165K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Security National Bank held 955 shares of Vanguard Energy ETF worth $143K as of Q2 2026.
Security National Bank left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.02% of Security National Bank's portfolio in Q2 2026, its #172 holding.
Security National Bank first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Vanguard Energy ETF position peaked at $165K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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