Security National Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.54M Buy
+68,820
New +$5.34M 0.66% 45
2026
Q1
Sell
-128
Closed -$9.29K 435
2025
Q4
$9.29K Buy
128
+104
+433% +$7.57K ﹤0.01% 317
2025
Q3
$1.76K Hold
24
﹤0.01% 365
2025
Q2
$1.68K Buy
+24
New +$1.57K ﹤0.01% 309

Other funds holding VO

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

Security National Bank opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 68,820 shares worth $5.54M. The stake represents 0.66% of the portfolio and ranks #45 among its holdings. This is a return to the name: Security National Bank previously reported a position in VO as recently as Q4 2025.

Security National Bank first reported a position in VO in Q2 2025 and has held it in 4 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Security National Bank held 68,820 shares of Vanguard Morningstar Mid-Cap ETF worth $5.54M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF was a new Security National Bank position in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.66% of Security National Bank's portfolio in Q2 2026, its #45 holding.
  • Security National Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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