SNB
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Security National Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History

Security National Bank’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Sell
10,719
-224
-2% -$80.1K 0.47% 49
2026
Q1 		$3.51M Buy
10,943
+112
+1% +$37.6K 0.51% 49
2025
Q4 		$3.63M Sell
10,831
-4,343
-29% -$1.44M 0.52% 52
2025
Q3 		$4.98M Buy
15,174
+4,537
+43% +$1.43M 0.76% 38
2025
Q2 		$3.23M Buy
10,637
+347
+3% +$97.6K 0.56% 47
2025
Q1 		$2.83M Buy
10,290
+31
+0.3% +$9.01K 0.53% 44
2024
Q4 		$2.97M Sell
10,259
-119
-1% -$34.7K 0.42% 45
2024
Q3 		$2.94M Buy
10,378
+119
+1% +$32.5K 0.4% 48
2024
Q2 		$2.74M Hold
10,259
– – 0.4% 48
2024
Q1 		$2.67M Buy
10,259
+1,074
+12% +$266K 0.4% 46
2023
Q4 		$2.18M Hold
9,185
– – 0.49% 49
2023
Q3 		$1.96M Hold
9,185
– – 0.55% 48
2023
Q2 		$2.02M Hold
9,185
– – 0.52% 51
2023
Q1 		$1.87M Sell
9,185
-1,496
-14% -$299K 0.5% 51
2022
Q4 		$2.04M Sell
10,681
-30
-0.3% -$5.78K 0.55% 50
2022
Q3 		$1.92M Hold
10,711
– – 0.54% 54
2022
Q2 		$2.02M Buy
10,711
+8,650
+420% +$1.78M 0.56% 52
2022
Q1 		$469K Sell
2,061
-65
-3% -$14.6K 0.11% 72
2021
Q4 		$513K Buy
2,126
+990
+87% +$234K 0.12% 68
2021
Q3 		$252K Sell
1,136
-100
-8% -$22.8K 0.06% 91
2021
Q2 		$275K Buy
1,236
+180
+17% +$39.1K 0.07% 83
2021
Q1 		$218K Buy
+1,056
New +$214K 0.06% 89
2019
Q4 		– Sell
-1,532
Closed -$231K – 76
2019
Q3 		$231K Sell
1,532
-35
-2% -$5.28K 0.11% 70
2019
Q2 		$235K Sell
1,567
-50
-3% -$7.36K 0.12% 69
2019
Q1 		$234K Hold
1,617
– – 0.12% 68
2018
Q4 		$206K Buy
+1,617
New +$223K 0.13% 63

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

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

Security National Bank reduced its Vanguard Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $80.1K and leaving 10,719 shares worth $3.97M. The position accounts for 0.47% of the portfolio, ranked #49.

Security National Bank first reported a position in VTI in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.98M in Q3 2025. 1,198 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Security National Bank held 10,719 shares of Vanguard Total Stock Market ETF worth $3.97M as of Q2 2026.
  • Security National Bank sold 224 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $80.1K.
  • Vanguard Total Stock Market ETF made up 0.47% of Security National Bank's portfolio in Q2 2026, its #49 holding.
  • Security National Bank first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 26 quarters since.
  • Security National Bank's Vanguard Total Stock Market ETF position peaked at $4.98M in Q3 2025.
  • 1,198 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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