Security National Bank’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.5K	Hold	1,058	–	–	0.01%	244
2026 Q1	$52.8K	Sell	1,058 -507	-32%	-$25.6K	0.01%	236
2025 Q4	$78.7K	Buy	1,565 +507	+48%	+$25.5K	0.01%	200
2025 Q3	$53K	Hold	1,058	–	–	0.01%	240
2025 Q2	$51.9K	Sell	1,058 -3,000	-74%	-$147K	0.01%	216
2025 Q1	$201K	Buy	4,058 +3,918	+2,799%	+$196K	0.04%	123
2024 Q4	$7.02K	Buy	+140	New	+$7.08K	﹤0.01%	292

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Security National Bank held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 1,058 shares worth $53.5K. The position accounts for 0.01% of the portfolio, ranked #244.

Security National Bank first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $201K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Security National Bank held 1,058 shares of Vanguard Tax-Exempt Bond Index Fund worth $53.5K as of Q2 2026.
Security National Bank left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Security National Bank's portfolio in Q2 2026, its #244 holding.
Security National Bank first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Security National Bank's Vanguard Tax-Exempt Bond Index Fund position peaked at $201K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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