Security National Bank’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	4,485 -315	-7%	-$21.9K	0.04%	130
2026 Q1	$308K	Buy	4,800 +118	+3%	+$7.79K	0.04%	123
2025 Q4	$292K	Hold	4,682	–	–	0.04%	123
2025 Q3	$281K	Buy	4,682 +415	+10%	+$24.2K	0.04%	123
2025 Q2	$243K	Buy	4,267 +274	+7%	+$14.7K	0.04%	113
2025 Q1	$203K	Sell	3,993 -3,000	-43%	-$152K	0.04%	122
2024 Q4	$334K	Buy	+6,993	New	+$351K	0.05%	92

Other funds holding VEA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Security National Bank reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.6% in Q2 2026, selling an estimated $21.9K and leaving 4,485 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #130.

Security National Bank first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q4 2024. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Security National Bank held 4,485 shares of Vanguard FTSE Developed Markets ETF worth $320K as of Q2 2026.
Security National Bank sold 315 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $21.9K.
Vanguard FTSE Developed Markets ETF made up 0.04% of Security National Bank's portfolio in Q2 2026, its #130 holding.
Security National Bank first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
Security National Bank's Vanguard FTSE Developed Markets ETF position peaked at $334K in Q4 2024.
2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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