Security Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Buy	49,784 +88	+0.2%	+$20.2K	1.63%	16
2026 Q1	$10.7M	Sell	49,696 -522	-1%	-$116K	1.69%	15
2025 Q4	$11M	Buy	50,218 +262	+0.5%	+$57.2K	1.73%	16
2025 Q3	$10.8M	Buy	49,956 +1,019	+2%	+$214K	1.74%	19
2025 Q2	$10M	Sell	48,937 -243	-0.5%	-$47.1K	1.77%	16
2025 Q1	$9.54M	Sell	49,180 -6,225	-11%	-$1.24M	1.89%	15
2024 Q4	$10.8M	Sell	55,405 -1,660	-3%	-$331K	2.21%	11
2024 Q3	$11.3M	Buy	57,065 +3,460	+6%	+$659K	2.3%	13
2024 Q2	$9.79M	Buy	53,605 +1,377	+3%	+$248K	2.13%	12
2024 Q1	$9.54M	Sell	52,228 -114	-0.2%	-$20K	2.15%	12
2023 Q4	$8.92M	Sell	52,342 -226	-0.4%	-$36.4K	2.19%	10
2023 Q3	$8.17M	Sell	52,568 -9	-0%	-$1.46K	2.31%	10
2023 Q2	$8.54M	Sell	52,577 -919	-2%	-$144K	2.42%	8
2023 Q1	$8.24M	Sell	53,496 -788	-1%	-$121K	2.5%	9
2022 Q4	$8.24M	Sell	54,284 -323	-0.6%	-$48.1K	2.56%	6
2022 Q3	$7.38M	Buy	54,607 +647	+1%	+$96.3K	2.52%	9
2022 Q2	$7.74M	Sell	53,960 -579	-1%	-$88.1K	2.47%	7
2022 Q1	$8.84M	Sell	54,539 -1,177	-2%	-$190K	2.8%	8
2021 Q4	$9.57M	Buy	+55,716	New	+$9.18M	3.19%	5

Other funds holding VIG

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Security Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.18% in Q2 2026, buying an estimated $20.2K and bringing the position to 49,784 shares worth $11.8M. The position accounts for 1.63% of the portfolio, ranked #16.

Security Financial Services first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Security Financial Services held 49,784 shares of Vanguard Dividend Appreciation ETF worth $11.8M as of Q2 2026.
Security Financial Services bought 88 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Dividend Appreciation ETF made up 1.63% of Security Financial Services's portfolio in Q2 2026, its #16 holding.
Security Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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