SFS
VOO icon

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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return