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Security National Bank’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Security National Bank’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-165
Closed -$9.6K – 339
2024
Q4 		$9.6K Buy
+165
New +$9.63K ﹤0.01% 281

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Security National Bank's VGSH Position: Q1 2025 in Review

Security National Bank sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 165 shares — an estimated $9.6K sold.

Security National Bank first reported a position in VGSH in Q4 2024 and held it in 1 quarter. The position peaked at $9.6K in Q4 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • Security National Bank reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Security National Bank sold 165 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $9.6K.
  • Security National Bank first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Security National Bank's Vanguard Short-Term Treasury ETF position peaked at $9.6K in Q4 2024.
  • 930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.