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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Sell	5,266 -124	-2%	-$26.8K	0.16%	90
2026 Q1	$1.1M	Buy	5,390 +96	+2%	+$20.1K	0.17%	87
2025 Q4	$1.08M	Sell	5,294 -97	-2%	-$19.6K	0.17%	83
2025 Q3	$1.08M	Sell	5,391 -8	-0.1%	-$1.55K	0.17%	72
2025 Q2	$1.02M	Buy	5,399 +131	+2%	+$23.6K	0.18%	72
2025 Q1	$970K	Buy	5,268 +93	+2%	+$17.4K	0.19%	73
2024 Q4	$955K	Buy	+5,175	New	+$993K	0.19%	72

Other funds holding VOOV

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return