Security Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,343	Closed	-$625K	–	218
2025 Q3	$625K	Buy	+12,343	New	+$621K	0.1%	111
2023 Q4	–	Sell	-18,000	Closed	-$851K	–	179
2023 Q3	$851K	Sell	18,000 -63	-0.3%	-$2.98K	0.24%	73
2023 Q2	$857K	Hold	18,063	–	–	0.24%	68
2023 Q1	$864K	Sell	18,063 -1,356	-7%	-$63.8K	0.26%	73
2022 Q4	$907K	Hold	19,419	–	–	0.28%	69
2022 Q3	$934K	Sell	19,419 -3,172	-14%	-$157K	0.32%	64
2022 Q2	$1.13M	Buy	22,591 +785	+4%	+$39.7K	0.36%	58
2022 Q1	$1.12M	Buy	21,806 +1,951	+10%	+$100K	0.35%	52
2021 Q4	$1.02M	Buy	+19,855	New	+$1.03M	0.34%	56

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Security Financial Services's VTIP Position: Q4 2025 in Review

Security Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 12,343 shares — an estimated $625K sold.

Security Financial Services first reported a position in VTIP in Q4 2021 and held it in 9 quarters. The position peaked at $1.13M in Q2 2022. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Security Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
Security Financial Services sold 12,343 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $625K.
Security Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2021 and held it in 9 quarters.
Security Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.13M in Q2 2022.
894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Security Financial Services's 13F filing for Q4 2025, filed 27 Jan 2026.