Security National Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-44	Closed	-$9K	–	418
2021 Q1	$9K	Buy	+44	New	+$8.9K	﹤0.01%	361

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

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

NMIFOAC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Security National Trust's VTI Position: Q2 2021 in Review

Security National Trust sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2021, closing a stake of 44 shares — an estimated $9K sold.

Security National Trust first reported a position in VTI in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

Security National Trust reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Security National Trust sold 44 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $9K.
Security National Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and held it in 1 quarter.
Security National Trust's Vanguard Morningstar Total Stock Market ETF position peaked at $9K in Q1 2021.
1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on Security National Trust's 13F filing for Q2 2021, filed 9 Aug 2021.