Security National Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$120K	Hold	304	–	–	0.03%	208
2021 Q2	$120K	Sell	304 -25	-8%	-$9.6K	0.03%	217
2021 Q1	$120K	Buy	329 +25	+8%	+$8.87K	0.03%	213
2020 Q4	$104K	Hold	304	–	–	0.03%	218
2020 Q3	$94K	Hold	304	–	–	0.03%	216
2020 Q2	$86K	Hold	304	–	–	0.03%	223
2020 Q1	$72K	Hold	304	–	–	0.03%	223
2019 Q4	$90K	Hold	304	–	–	0.03%	226
2019 Q3	$83K	Hold	304	–	–	0.03%	224
2019 Q2	$82K	Hold	304	–	–	0.03%	226
2019 Q1	$79K	Hold	304	–	–	0.03%	224
2018 Q4	$70K	Hold	304	–	–	0.03%	217
2018 Q3	$81K	Hold	304	–	–	0.03%	229
2018 Q2	$76K	Buy	304 +37	+14%	+$9.19K	0.03%	236
2018 Q1	$65K	Buy	+267	New	+$67K	0.02%	243

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Security National Trust held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2021 at 304 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #208.

Security National Trust first reported a position in VOO in Q1 2018 and has held it in 15 quarters since. 1,794 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Security National Trust held 304 shares of Vanguard S&P 500 ETF worth $120K as of Q3 2021.
Security National Trust left its Vanguard S&P 500 ETF share count unchanged in Q3 2021.
Vanguard S&P 500 ETF made up 0.03% of Security National Trust's portfolio in Q3 2021, its #208 holding.
Security National Trust first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 15 quarters since.
1,794 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

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