SFS
VO icon

Security Financial Services’s Vanguard 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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return