Security Financial Services’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Security Financial Services’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Sell	6,094 -168	-3%	-$44.6K	0.23%	73
2026 Q1	$1.48M	Sell	6,262 -31,655	-83%	-$7.86M	0.23%	76
2025 Q4	$9.52M	Buy	37,917 +901	+2%	+$224K	1.5%	21
2025 Q3	$9.04M	Sell	37,016 -6,172	-14%	-$1.44M	1.46%	23
2025 Q2	$9.71M	Buy	43,188 +9,234	+27%	+$1.91M	1.72%	18
2025 Q1	$6.84M	Buy	33,954 +19,303	+132%	+$4.11M	1.36%	25
2024 Q4	$3.12M	Sell	14,651 -66	-0.4%	-$14K	0.63%	35
2024 Q3	$3.04M	Sell	14,717 -129	-0.9%	-$25.7K	0.62%	34
2024 Q2	$2.93M	Sell	14,846 -2,645	-15%	-$497K	0.64%	36
2024 Q1	$3.27M	Sell	17,491 -38,530	-69%	-$6.87M	0.74%	34
2023 Q4	$9.48M	Buy	+56,021	New	+$8.91M	2.33%	9

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return