SFS
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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return