Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Security National Financial SNFCA Stock Holding History

Vanguard Fiduciary Trust’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
118,521
-12,401
-9% -$113K ﹤0.01% 2978
2026
Q1 		$1.18M Buy
+130,922
New +$1.12M ﹤0.01% 2838

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Vanguard Fiduciary Trust's SNFCA Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its Security National Financial (SNFCA) stake by 9.5% in Q2 2026, selling an estimated $113K and leaving 118,521 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Vanguard Fiduciary Trust first reported a position in SNFCA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.18M in Q1 2026. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • Vanguard Fiduciary Trust held 118,521 shares of Security National Financial worth $1.09M as of Q2 2026.
  • Vanguard Fiduciary Trust sold 12,401 Security National Financial shares in Q2 2026, an estimated $113K.
  • Security National Financial made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #2978 holding.
  • Vanguard Fiduciary Trust first reported a position in Security National Financial in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Security National Financial position peaked at $1.18M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.