SFS
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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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return