Security National Bank’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522K	Sell	4,368 -64	-1%	-$7.01K	0.06%	109
2026 Q1	$387K	Sell	4,432 -528	-11%	-$48.6K	0.06%	111
2025 Q4	$467K	Sell	4,960 -56	-1%	-$5.32K	0.07%	99
2025 Q3	$468K	Hold	5,016	–	–	0.07%	96
2025 Q2	$416K	Sell	5,016 -120	-2%	-$8.72K	0.07%	93
2025 Q1	$348K	Sell	5,136 -128	-2%	-$9.64K	0.07%	96
2024 Q4	$409K	Sell	5,264 -312	-6%	-$24K	0.06%	84
2024 Q3	$409K	Sell	5,576 -288	-5%	-$20.5K	0.06%	89
2024 Q2	$423K	Sell	5,864 -296	-5%	-$19.7K	0.06%	85
2024 Q1	$404K	Hold	6,160	–	–	0.06%	87
2023 Q4	$373K	Sell	6,160 -88	-1%	-$4.9K	0.08%	87
2023 Q3	$323K	Hold	6,248	–	–	0.09%	84
2023 Q2	$345K	Hold	6,248	–	–	0.09%	82
2023 Q1	$301K	Hold	6,248	–	–	0.08%	82
2022 Q4	$249K	Hold	6,248	–	–	0.07%	91
2022 Q3	$240K	Sell	6,248 -1,752	-22%	-$77K	0.07%	88
2022 Q2	$327K	Hold	8,000	–	–	0.09%	76
2022 Q1	$416K	Hold	8,000	–	–	0.1%	75
2021 Q4	$458K	Hold	8,000	–	–	0.1%	71
2021 Q3	$401K	Hold	8,000	–	–	0.1%	73
2021 Q2	$399K	Hold	8,000	–	–	0.11%	71
2021 Q1	$358K	Hold	8,000	–	–	0.11%	73
2020 Q4	$353K	Sell	8,000 -5,200	-39%	-$214K	0.11%	61
2020 Q3	$514K	Hold	13,200	–	–	0.18%	53
2020 Q2	$460K	Hold	13,200	–	–	0.19%	53
2020 Q1	$350K	Hold	13,200	–	–	0.18%	52
2019 Q4	$404K	Hold	13,200	–	–	0.18%	58
2019 Q3	$356K	Hold	13,200	–	–	0.17%	58
2019 Q2	$348K	Hold	13,200	–	–	0.17%	59
2019 Q1	$331K	Hold	13,200	–	–	0.17%	57
2018 Q4	$275K	Buy	+13,200	New	+$299K	0.17%	54

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Security National Bank reduced its Vanguard Information Technology ETF (VGT) stake by 1.4% in Q2 2026, selling an estimated $7.01K and leaving 4,368 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #109.

Security National Bank first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Security National Bank held 4,368 shares of Vanguard Information Technology ETF worth $522K as of Q2 2026.
Security National Bank sold 64 Vanguard Information Technology ETF shares in Q2 2026, an estimated $7.01K.
Vanguard Information Technology ETF made up 0.06% of Security National Bank's portfolio in Q2 2026, its #109 holding.
Security National Bank first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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