Security Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	25,087 -177	-0.7%	-$13.7K	0.28%	63
2026 Q1	$1.81M	Buy	25,264 +884	+4%	+$65.7K	0.29%	64
2025 Q4	$1.77M	Sell	24,380 -1,760	-7%	-$128K	0.28%	64
2025 Q3	$1.92M	Sell	26,140 -296	-1%	-$21.3K	0.31%	55
2025 Q2	$1.85M	Buy	26,436 +1,780	+7%	+$117K	0.33%	54
2025 Q1	$1.59M	Buy	24,656 +340	+1%	+$22.8K	0.32%	53
2024 Q4	$1.61M	Sell	24,316 -1,324	-5%	-$89.9K	0.33%	52
2024 Q3	$1.69M	Sell	25,640 -364	-1%	-$22.9K	0.34%	45
2024 Q2	$1.57M	Buy	26,004 +5,256	+25%	+$319K	0.34%	50
2024 Q1	$1.3M	Buy	20,748 +436	+2%	+$25.8K	0.29%	59
2023 Q4	$1.18M	Buy	20,312 +2,476	+14%	+$132K	0.29%	58
2023 Q3	$929K	Sell	17,836 -1,112	-6%	-$61K	0.26%	70
2023 Q2	$1.04M	Sell	18,948 -2,508	-12%	-$131K	0.3%	63
2023 Q1	$1.13M	Buy	21,456 +1,352	+7%	+$71.9K	0.34%	55
2022 Q4	$1.02M	Buy	20,104 +4,620	+30%	+$235K	0.32%	64
2022 Q3	$728K	Buy	15,484 +5,276	+52%	+$276K	0.25%	72
2022 Q2	$503K	Buy	10,208 +3,452	+51%	+$187K	0.16%	89
2022 Q1	$402K	Buy	+6,756	New	+$396K	0.13%	96

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Security Financial Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.7% in Q2 2026, selling an estimated $13.7K and leaving 25,087 shares worth $2.02M. The position accounts for 0.28% of the portfolio, ranked #63.

Security Financial Services first reported a position in VO in Q1 2022 and has held it in 18 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Security Financial Services held 25,087 shares of Vanguard Morningstar Mid-Cap ETF worth $2.02M as of Q2 2026.
Security Financial Services sold 177 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.28% of Security Financial Services's portfolio in Q2 2026, its #63 holding.
Security Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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