Security National Bank’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,846	Closed	-$346K	–	398
2025 Q3	$346K	Buy	+4,846	New	+$334K	0.05%	109
2022 Q2	–	Sell	-4,500	Closed	-$259K	–	109
2022 Q1	$259K	Hold	4,500	–	–	0.06%	94
2021 Q4	$276K	Hold	4,500	–	–	0.06%	89
2021 Q3	$274K	Buy	+4,500	New	+$283K	0.07%	87

Other funds holding VEU

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Security National Bank sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2025, closing a stake of 4,846 shares — an estimated $346K sold.

Security National Bank first reported a position in VEU in Q3 2021 and held it in 4 quarters. The position peaked at $346K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold VEU as of Q4 2025.

Security National Bank reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2025 after selling out during the quarter.
Security National Bank sold 4,846 Vanguard FTSE All-World ex-US ETF shares in Q4 2025, an estimated $346K.
Security National Bank first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2021 and held it in 4 quarters.
Security National Bank's Vanguard FTSE All-World ex-US ETF position peaked at $346K in Q3 2025.
1,530 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2025.

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