Security National Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Security National Trust’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$21K	Hold	255	–	–	﹤0.01%	314
2021 Q2	$21K	Hold	255	–	–	﹤0.01%	322
2021 Q1	$21K	Hold	255	–	–	﹤0.01%	320
2020 Q4	$21K	Hold	255	–	–	0.01%	316
2020 Q3	$21K	Hold	255	–	–	0.01%	306
2020 Q2	$21K	Hold	255	–	–	0.01%	306
2020 Q1	$21K	Hold	255	–	–	0.01%	301
2019 Q4	$21K	Hold	255	–	–	0.01%	319
2019 Q3	$21K	Hold	255	–	–	0.01%	286
2019 Q2	$21K	Hold	255	–	–	0.01%	289
2019 Q1	$20K	Hold	255	–	–	0.01%	288
2018 Q4	$20K	Hold	255	–	–	0.01%	279
2018 Q3	$20K	Hold	255	–	–	0.01%	297
2018 Q2	$20K	Hold	255	–	–	0.01%	305
2018 Q1	$20K	Hold	255	–	–	0.01%	301
2017 Q4	$20K	Hold	255	–	–	0.01%	307
2017 Q3	$20K	Hold	255	–	–	0.01%	310
2017 Q2	$20K	Hold	255	–	–	0.01%	326
2017 Q1	$20K	Hold	255	–	–	0.01%	326
2016 Q4	$20K	Hold	255	–	–	0.01%	327
2016 Q3	$21K	Hold	255	–	–	0.01%	337
2016 Q2	$21K	Hold	255	–	–	0.01%	329
2016 Q1	$21K	Hold	255	–	–	0.01%	329
2015 Q4	$20K	Hold	255	–	–	0.01%	324
2015 Q3	$20K	Hold	255	–	–	0.01%	332
2015 Q2	$20K	Hold	255	–	–	0.01%	342
2015 Q1	$21K	Hold	255	–	–	0.01%	349
2014 Q4	$20K	Hold	255	–	–	0.01%	351
2014 Q3	$20K	Hold	255	–	–	0.01%	346
2014 Q2	$20K	Hold	255	–	–	0.01%	353
2014 Q1	$20K	Buy	+255	New	+$20.4K	0.01%	353

Other funds holding BSV

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Security National Trust's BSV Position: Q3 2021 in Review

Security National Trust held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2021 at 255 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Security National Trust first reported a position in BSV in Q1 2014 and has held it in 31 quarters since. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Security National Trust held 255 shares of Vanguard Short-Term Bond ETF worth $21K as of Q3 2021.
Security National Trust left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2021.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #314 holding.
Security National Trust first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 31 quarters since.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.