Security National Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Hold	2,814	–	–	0.03%	146
2026 Q1	$205K	Sell	2,814 -282	-9%	-$21.9K	0.03%	142
2025 Q4	$252K	Buy	3,096 +24	+0.8%	+$1.95K	0.04%	133
2025 Q3	$246K	Buy	3,072 +372	+14%	+$28.4K	0.04%	131
2025 Q2	$197K	Hold	2,700	–	–	0.03%	124
2025 Q1	$167K	Hold	2,700	–	–	0.03%	130
2024 Q4	$185K	Hold	2,700	–	–	0.03%	119
2024 Q3	$173K	Hold	2,700	–	–	0.02%	120
2024 Q2	$168K	Hold	2,700	–	–	0.02%	114
2024 Q1	$155K	Sell	2,700 -1,170	-30%	-$64.3K	0.02%	114
2023 Q4	$201K	Buy	+3,870	New	+$187K	0.05%	110

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Security National Bank held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,814 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #146.

Security National Bank first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $252K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Security National Bank held 2,814 shares of Vanguard Morningstar Growth ETF worth $242K as of Q2 2026.
Security National Bank left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.03% of Security National Bank's portfolio in Q2 2026, its #146 holding.
Security National Bank first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Vanguard Morningstar Growth ETF position peaked at $252K in Q4 2025.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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