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Security National Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

Security National Bank’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-252
Closed -$23K – 399
2025
Q3 		$23K Buy
+252
New +$22.9K ﹤0.01% 278
2025
Q1 		– Sell
-34
Closed -$3.03K – 341
2024
Q4 		$3.03K Buy
+34
New +$3.21K ﹤0.01% 307
2022
Q4 		– Sell
-2,519
Closed -$202K – 106
2022
Q3 		$202K Buy
+2,519
New +$236K 0.06% 98

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Security National Bank sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 252 shares — an estimated $23K sold.

Security National Bank first reported a position in VNQ in Q3 2022 and held it in 3 quarters. The position peaked at $202K in Q3 2022. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Security National Bank reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 252 Vanguard Real Estate ETF shares in Q4 2025, an estimated $23K.
  • Security National Bank first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 3 quarters.
  • Security National Bank's Vanguard Real Estate ETF position peaked at $202K in Q3 2022.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

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