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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return