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Security Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Security Financial Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Sell
23,001
-2,934
-11% -$1.96M 2.19% 9
2026
Q1 		$15.5M Buy
25,935
+646
+3% +$404K 2.45% 8
2025
Q4 		$15.9M Sell
25,289
-2,747
-10% -$1.71M 2.49% 7
2025
Q3 		$17.2M Sell
28,036
-392
-1% -$231K 2.78% 8
2025
Q2 		$16.1M Buy
28,428
+1,228
+5% +$645K 2.85% 9
2025
Q1 		$14M Sell
27,200
-411
-1% -$222K 2.77% 8
2024
Q4 		$14.9M Sell
27,611
-1,218
-4% -$660K 3.03% 6
2024
Q3 		$15.2M Sell
28,829
-10
-0% -$5.08K 3.1% 8
2024
Q2 		$14.4M Buy
28,839
+5,653
+24% +$2.72M 3.13% 6
2024
Q1 		$11.1M Buy
23,186
+570
+3% +$261K 2.52% 7
2023
Q4 		$9.88M Buy
22,616
+908
+4% +$372K 2.42% 7
2023
Q3 		$8.52M Buy
21,708
+1,740
+9% +$711K 2.41% 8
2023
Q2 		$8.13M Buy
19,968
+178
+0.9% +$68.7K 2.31% 10
2023
Q1 		$7.44M Buy
19,790
+383
+2% +$140K 2.26% 11
2022
Q4 		$6.82M Buy
19,407
+2,777
+17% +$981K 2.11% 10
2022
Q3 		$5.46M Buy
16,630
+2,329
+16% +$851K 1.86% 14
2022
Q2 		$4.96M Buy
14,301
+2,789
+24% +$1.05M 1.58% 16
2022
Q1 		$4.78M Buy
11,512
+7,272
+172% +$2.98M 1.51% 14
2021
Q4 		$1.85M Buy
+4,240
New +$1.79M 0.62% 41

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Security Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $1.96M and leaving 23,001 shares worth $15.8M. The position accounts for 2.19% of the portfolio, ranked #9.

Security Financial Services first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.2M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Security Financial Services held 23,001 shares of Vanguard S&P 500 ETF worth $15.8M as of Q2 2026.
  • Security Financial Services sold 2,934 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.96M.
  • Vanguard S&P 500 ETF made up 2.19% of Security Financial Services's portfolio in Q2 2026, its #9 holding.
  • Security Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's Vanguard S&P 500 ETF position peaked at $17.2M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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