Security National Bank’s Vanguard Morningstar 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Security National Bank reduced its Vanguard Morningstar 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. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Security National Bank held 10,719 shares of Vanguard Morningstar Total Stock Market ETF worth $3.97M as of Q2 2026.
Security National Bank sold 224 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $80.1K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2018 and has held it in 26 quarters since.
Security National Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $4.98M in Q3 2025.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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