SFS
VUG icon

Security Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Security Financial Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.9M Buy
91,666
+3,898
+4% +$328K 1.1% 28
2026
Q1 		$6.39M Buy
87,768
+18
+0% +$1.4K 1.01% 32
2025
Q4 		$7.13M Sell
87,750
-3,342
-4% -$271K 1.12% 33
2025
Q3 		$7.28M Sell
91,092
-4,158
-4% -$318K 1.18% 31
2025
Q2 		$6.96M Buy
95,250
+3,318
+4% +$218K 1.23% 30
2025
Q1 		$5.68M Buy
91,932
+17,136
+23% +$1.16M 1.13% 28
2024
Q4 		$5.12M Buy
74,796
+732
+1% +$49.2K 1.04% 27
2024
Q3 		$4.74M Sell
74,064
-1,356
-2% -$84K 0.97% 26
2024
Q2 		$4.7M Sell
75,420
-240
-0.3% -$14K 1.02% 25
2024
Q1 		$4.34M Buy
75,660
+2,814
+4% +$155K 0.98% 25
2023
Q4 		$3.77M Sell
72,846
-348
-0.5% -$16.8K 0.93% 29
2023
Q3 		$3.32M Sell
73,194
-10,080
-12% -$476K 0.94% 28
2023
Q2 		$3.93M Buy
83,274
+3,288
+4% +$143K 1.11% 24
2023
Q1 		$3.33M Buy
79,986
+5,142
+7% +$200K 1.01% 30
2022
Q4 		$2.66M Sell
74,844
-4,014
-5% -$148K 0.82% 38
2022
Q3 		$2.81M Buy
78,858
+4,314
+6% +$173K 0.96% 30
2022
Q2 		$2.77M Buy
74,544
+3,678
+5% +$151K 0.88% 32
2022
Q1 		$3.4M Buy
70,866
+5,532
+8% +$262K 1.08% 25
2021
Q4 		$3.49M Buy
+65,334
New +$3.4M 1.17% 24

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return