Security Financial Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3M	Buy	243,212 +101,017	+71%	+$5.97M	1.99%	10
2026 Q1	$8.47M	Buy	142,195 +114,337	+410%	+$6.85M	1.34%	24
2025 Q4	$1.67M	Buy	27,858 +1,258	+5%	+$75.7K	0.26%	68
2025 Q3	$1.6M	Buy	+26,600	New	+$1.59M	0.26%	65
2023 Q4	–	Sell	-17,056	Closed	-$975K	–	177
2023 Q3	$975K	Sell	17,056 -67,309	-80%	-$3.9M	0.28%	68
2023 Q2	$4.95M	Sell	84,365 -11,148	-12%	-$665K	1.4%	18
2023 Q1	$5.73M	Sell	95,513 -12,235	-11%	-$725K	1.74%	16
2022 Q4	$6.3M	Buy	107,748 +1,373	+1%	+$80.3K	1.95%	13
2022 Q3	$6.2M	Sell	106,375 -17,282	-14%	-$1.05M	2.11%	10
2022 Q2	$7.56M	Sell	123,657 -21,578	-15%	-$1.32M	2.41%	8
2022 Q1	$9.14M	Buy	145,235 +107,698	+287%	+$6.97M	2.9%	6
2021 Q4	$2.5M	Buy	+37,537	New	+$2.52M	0.83%	31

Other funds holding VGIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Security Financial Services's VGIT Position: Q2 2026 in Review

Security Financial Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 71% in Q2 2026, buying an estimated $5.97M and bringing the position to 243,212 shares worth $14.3M. The position accounts for 1.99% of the portfolio, ranked #10.

Security Financial Services first reported a position in VGIT in Q4 2021 and has held it in 12 quarters since. 976 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Security Financial Services held 243,212 shares of Vanguard Intermediate-Term Treasury ETF worth $14.3M as of Q2 2026.
Security Financial Services bought 101,017 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $5.97M.
Vanguard Intermediate-Term Treasury ETF made up 1.99% of Security Financial Services's portfolio in Q2 2026, its #10 holding.
Security Financial Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.