Security National Bank’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$326K Hold
1,497
0.04% 129
2026
Q1
$294K Hold
1,497
0.04% 125
2025
Q4
$286K Hold
1,497
0.04% 124
2025
Q3
$279K Buy
1,497
+632
+73% +$114K 0.04% 124
2025
Q2
$153K Sell
865
-293
-25% -$49.5K 0.03% 136
2025
Q1
$200K Buy
1,158
+528
+84% +$92.1K 0.04% 125
2024
Q4
$107K Buy
630
+280
+80% +$49.1K 0.02% 154
2024
Q3
$61.1K Hold
350
0.01% 189
2024
Q2
$56.1K Sell
350
-470
-57% -$75.1K 0.01% 188
2024
Q1
$134K Buy
820
+470
+134% +$72.5K 0.02% 123
2023
Q4
$52.3K Buy
+350
New +$49.2K 0.01% 190

Other funds holding VTV

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

Security National Bank held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,497 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #129.

Security National Bank first reported a position in VTV in Q4 2023 and has held it in 11 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Security National Bank held 1,497 shares of Vanguard Morningstar Value ETF worth $326K as of Q2 2026.
  • Security National Bank left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.04% of Security National Bank's portfolio in Q2 2026, its #129 holding.
  • Security National Bank first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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