Security National Trust’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$52K	Hold	1,000	–	–	0.01%	258
2021 Q2	$52K	Hold	1,000	–	–	0.01%	267
2021 Q1	$49K	Hold	1,000	–	–	0.01%	269
2020 Q4	$47K	Hold	1,000	–	–	0.01%	266
2020 Q3	$41K	Hold	1,000	–	–	0.01%	262
2020 Q2	$39K	Hold	1,000	–	–	0.01%	271
2020 Q1	$33K	Hold	1,000	–	–	0.01%	271
2019 Q4	$44K	Hold	1,000	–	–	0.01%	264
2019 Q3	$41K	Hold	1,000	–	–	0.01%	258
2019 Q2	$42K	Buy	1,000 +500	+100%	+$20.6K	0.01%	261
2019 Q1	$20K	Hold	500	–	–	0.01%	291
2018 Q4	$19K	Hold	500	–	–	0.01%	282
2018 Q3	$22K	Hold	500	–	–	0.01%	295
2018 Q2	$21K	Hold	500	–	–	0.01%	304
2018 Q1	$22K	Buy	+500	New	+$22.7K	0.01%	299
2015 Q4	–	Sell	-23,585	Closed	-$7.25M	–	499
2015 Q3	$7.25M	Buy	23,585 +13,010	+123%	+$500K	2.83%	3
2015 Q2	$419K	Hold	10,575	–	–	0.15%	121
2015 Q1	$421K	Hold	10,575	–	–	0.15%	125
2014 Q4	$401K	Hold	10,575	–	–	0.15%	126
2014 Q3	$420K	Hold	10,575	–	–	0.17%	116
2014 Q2	$450K	Hold	10,575	–	–	0.18%	117
2014 Q1	$436K	Hold	10,575	–	–	0.18%	114
2013 Q4	$441K	Hold	10,575	–	–	0.18%	110
2013 Q3	$418K	Hold	10,575	–	–	0.19%	111
2013 Q2	$376K	Buy	+10,575	New	+$395K	0.18%	107

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Security National Trust held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q3 2021 at 1,000 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #258.

Security National Trust first reported a position in VEA in Q2 2013 and has held it in 25 quarters since. The position peaked at $7.25M in Q3 2015. 1,567 funds tracked by Wall St. Rank hold VEA as of Q3 2021.

Security National Trust held 1,000 shares of Vanguard FTSE Developed Markets ETF worth $52K as of Q3 2021.
Security National Trust left its Vanguard FTSE Developed Markets ETF share count unchanged in Q3 2021.
Vanguard FTSE Developed Markets ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #258 holding.
Security National Trust first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 25 quarters since.
Security National Trust's Vanguard FTSE Developed Markets ETF position peaked at $7.25M in Q3 2015.
1,567 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2021.

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