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SECURITY NATIONAL BANK OF SO DAK Last Quarter Change: USA ETF, Reduced

SECURITY NATIONAL BANK OF SO DAK quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, SECURITY NATIONAL BANK OF SO DAK opened 11 positions, added to 8, reduced 7, sold out of 1 and left 9 unchanged. The largest increase in value was BKMI (+$11,982,446); the largest decrease was VT (-$1,499,605).

  • VT: Country of operation —; Class OTHER; Shares 2025-12-31 51,217; Shares 2026-03-31 41,390.
  • VUG: Country of operation —; Class OTHER; Shares 2025-12-31 3,813; Shares 2026-03-31 3,803.
  • SCHG: Country of operation —; Class OTHER; Shares 2025-12-31 49,365; Shares 2026-03-31 49,038.
  • DVY: Country of operation —; Class OTHER; Shares 2025-12-31 7,130; Shares 2026-03-31 7,080.

Two Form 13F-HR filings compared (SEC CIK 1105909): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-12-31Shares 2026-03-31Share changeValue 2025-12-31Value 2026-03-31Value change
VT
VANGUARD TOT WORLD STK ETF
OTHER51,21741,390-9,827$7,224,670$5,725,065-$1,499,605
VUG
VANGUARD GROWTH ETF
OTHER3,8133,803-10$1,860,210$1,661,112-$199,098
SCHG
SCHWAB U.S. LARGE-CAP GROWTH E
OTHER49,36549,038-327$1,610,286$1,428,477-$181,809
DVY
ISHARES DOW JONES SELECT DIV I
OTHER7,1307,080-50$1,006,328$1,071,983+$65,655
SCHD
SCHWAB US DVD EQUITY ETF
OTHER12,93012,737-193$354,670$390,771+$36,101
IBB
ISHARES BIOTECHNOLOGY ETF
OTHER10,22810,061-167$1,726,180$1,698,800-$27,380
VB
VANGUARD SMALL-CAP ETF
OTHER4,1734,110-63$1,076,425$1,076,491+$66

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