Security National Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.11M	Sell	5,978 -216	-3%	-$144K	0.49%	48
2026 Q1	$3.7M	Sell	6,194 -1,287	-17%	-$805K	0.54%	48
2025 Q4	$4.69M	Sell	7,481 -675	-8%	-$419K	0.67%	43
2025 Q3	$4.99M	Buy	8,156 +10	+0.1%	+$5.89K	0.77%	37
2025 Q2	$4.63M	Buy	8,146 +664	+9%	+$349K	0.8%	36
2025 Q1	$3.85M	Buy	7,482 +204	+3%	+$110K	0.73%	37
2024 Q4	$3.92M	Hold	7,278	–	–	0.56%	40
2024 Q3	$3.84M	Hold	7,278	–	–	0.52%	43
2024 Q2	$3.64M	Hold	7,278	–	–	0.53%	44
2024 Q1	$3.5M	Sell	7,278 -328	-4%	-$150K	0.53%	44
2023 Q4	$3.32M	Buy	7,606 +2,950	+63%	+$1.21M	0.75%	41
2023 Q3	$1.83M	Sell	4,656 -138	-3%	-$56.4K	0.51%	49
2023 Q2	$1.95M	Hold	4,794	–	–	0.5%	52
2023 Q1	$1.8M	Sell	4,794 -833	-15%	-$305K	0.48%	52
2022 Q4	$1.98M	Sell	5,627 -685	-11%	-$242K	0.53%	51
2022 Q3	$2.07M	Buy	6,312 +427	+7%	+$156K	0.58%	52
2022 Q2	$2.04M	Buy	5,885 +2,727	+86%	+$1.03M	0.57%	51
2022 Q1	$1.31M	Hold	3,158	–	–	0.3%	53
2021 Q4	$1.38M	Hold	3,158	–	–	0.31%	51
2021 Q3	$1.25M	Hold	3,158	–	–	0.31%	50
2021 Q2	$1.24M	Sell	3,158 -720	-19%	-$276K	0.33%	48
2021 Q1	$1.41M	Sell	3,878 -767	-17%	-$272K	0.42%	48
2020 Q4	$1.6M	Sell	4,645 -8,139	-64%	-$2.65M	0.51%	48
2020 Q3	$3.93M	Sell	12,784 -2,238	-15%	-$682K	1.37%	29
2020 Q2	$4.26M	Sell	15,022 -7,195	-32%	-$1.94M	1.76%	26
2020 Q1	$5.26M	Buy	22,217 +13,183	+146%	+$3.69M	2.76%	10
2019 Q4	$2.67M	Sell	9,034 -739	-8%	-$209K	1.19%	37
2019 Q3	$2.66M	Buy	9,773 +2,496	+34%	+$677K	1.26%	37
2019 Q2	$1.96M	Hold	7,277	–	–	0.97%	44
2019 Q1	$1.89M	Sell	7,277 -7,989	-52%	-$2M	0.98%	43
2018 Q4	$3.51M	Buy	+15,266	New	+$3.78M	2.19%	17

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Security National Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, selling an estimated $144K and leaving 5,978 shares worth $4.11M. The position accounts for 0.49% of the portfolio, ranked #48.

Security National Bank first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.26M in Q1 2020. 854 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Security National Bank held 5,978 shares of Vanguard S&P 500 ETF worth $4.11M as of Q2 2026.
Security National Bank sold 216 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $144K.
Vanguard S&P 500 ETF made up 0.49% of Security National Bank's portfolio in Q2 2026, its #48 holding.
Security National Bank first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Security National Bank's Vanguard S&P 500 ETF position peaked at $5.26M in Q1 2020.
854 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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