Security National Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.5K	Hold	144	–	–	0.01%	250
2026 Q1	$43K	Hold	144	–	–	0.01%	253
2025 Q4	$45.3K	Hold	144	–	–	0.01%	242
2025 Q3	$44.3K	Buy	+144	New	+$42.6K	0.01%	249

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Security National Bank held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 144 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #250.

Security National Bank first reported a position in VV in Q3 2025 and has held it in 4 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Security National Bank held 144 shares of Vanguard Morningstar Large-Cap ETF worth $49.5K as of Q2 2026.
Security National Bank left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #250 holding.
Security National Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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