Security National Bank’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.45M	Sell	26,187 -119	-0.5%	-$27.3K	0.77%	42
2026 Q1	$5.41M	Sell	26,306 -49	-0.2%	-$10.5K	0.79%	39
2025 Q4	$5.51M	Hold	26,355	–	–	0.79%	39
2025 Q3	$5.52M	Hold	26,355	–	–	0.85%	35
2025 Q2	$5.08M	Hold	26,355	–	–	0.88%	31
2025 Q1	$4.54M	Sell	26,355 -62	-0.2%	-$11.7K	0.86%	30
2024 Q4	$5.02M	Hold	26,417	–	–	0.72%	31
2024 Q3	$4.81M	Hold	26,417	–	–	0.65%	38
2024 Q2	$4.46M	Hold	26,417	–	–	0.65%	36
2024 Q1	$4.63M	Hold	26,417	–	–	0.7%	35
2023 Q4	$4.34M	Hold	26,417	–	–	0.98%	35
2023 Q3	$3.79M	Hold	26,417	–	–	1.06%	35
2023 Q2	$3.93M	Sell	26,417 -2,402	-8%	-$337K	1%	39
2023 Q1	$4.04M	Hold	28,819	–	–	1.08%	38
2022 Q4	$3.83M	Hold	28,819	–	–	1.03%	41
2022 Q3	$3.66M	Sell	28,819 -500	-2%	-$70.5K	1.02%	43
2022 Q2	$3.84M	Buy	29,319 +62	+0.2%	+$9.02K	1.07%	40
2022 Q1	$4.85M	Hold	29,257	–	–	1.11%	36
2021 Q4	$5.35M	Sell	29,257 -75	-0.3%	-$14.1K	1.21%	32
2021 Q3	$5.35M	Hold	29,332	–	–	1.34%	33
2021 Q2	$5.53M	Hold	29,332	–	–	1.46%	28
2021 Q1	$5.19M	Sell	29,332 -50	-0.2%	-$8.88K	1.53%	28
2020 Q4	$4.85M	Hold	29,382	–	–	1.54%	29
2020 Q3	$3.81M	Hold	29,382	–	–	1.33%	30
2020 Q2	$3.48M	Sell	29,382 -625	-2%	-$67.1K	1.44%	29
2020 Q1	$2.72M	Sell	30,007 -3,200	-10%	-$372K	1.43%	31
2019 Q4	$4.18M	Hold	33,207	–	–	1.86%	22
2019 Q3	$3.86M	Hold	33,207	–	–	1.82%	23
2019 Q2	$3.94M	Hold	33,207	–	–	1.95%	21
2019 Q1	$3.83M	Sell	33,207 -75	-0.2%	-$8.42K	1.99%	21
2018 Q4	$3.32M	Buy	+33,282	New	+$3.65M	2.07%	22

Other funds holding VXF

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Security National Bank reduced its Vanguard Extended Market ETF (VXF) stake by 0.45% in Q2 2026, selling an estimated $27.3K and leaving 26,187 shares worth $6.45M. The position accounts for 0.77% of the portfolio, ranked #42.

Security National Bank first reported a position in VXF in Q4 2018 and has held it in 31 quarters since. 1,067 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Security National Bank held 26,187 shares of Vanguard Extended Market ETF worth $6.45M as of Q2 2026.
Security National Bank sold 119 Vanguard Extended Market ETF shares in Q2 2026, an estimated $27.3K.
Vanguard Extended Market ETF made up 0.77% of Security National Bank's portfolio in Q2 2026, its #42 holding.
Security National Bank first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 31 quarters since.
1,067 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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