Security Financial Services, INC. VIG holdings history
VANGUARD DIVIDEND APPREC ETF · CUSIP 921908844 · CIK 1913590
As of 2026-06-30, Security Financial Services, INC. reported 49.78K VIG (shares), valued at $11.78M, or 1.63% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 0.18%; reported value increased 10.22%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.63% | 49,784 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 1.69% | 49,696 | SEC filing ↗Filed May 27, 2026 |
| Q4 2025 | 1.73% | 50,218 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 1.74% | 49,956 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.77% | 48,937 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 1.89% | 49,180 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 2.21% | 55,405 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.30% | 57,065 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 2.13% | 53,605 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 2.15% | 52,228 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 2.19% | 52,342 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 2.31% | 52,568 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.31% | 52,568 | $8.17M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 2.19% | 52,342 | $8.92M | Shares decreased 0.43%; reported value increased 9.20%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 2.15% | 52,228 | $9.54M | Shares decreased 0.22%; reported value increased 6.93%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 2.13% | 53,605 | $9.79M | Shares increased 2.64%; reported value increased 2.60%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 2.30% | 57,065 | $11.30M | Shares increased 6.45%; reported value increased 15.50%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 2.21% | 55,405 | $10.85M | Shares decreased 2.91%; reported value decreased 4.00%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.89% | 49,180 | $9.54M | Shares decreased 11.24%; reported value decreased 12.07%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 1.77% | 48,937 | $10.02M | Shares decreased 0.49%; reported value increased 4.98%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 1.74% | 49,956 | $10.78M | Shares increased 2.08%; reported value increased 7.63%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 1.73% | 50,218 | $11.04M | Shares increased 0.52%; reported value increased 2.38%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 1.69% | 49,696 | $10.69M | Shares decreased 1.04%; reported value decreased 3.16%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q2 2026 | 1.63% | 49,784 | $11.78M | Shares increased 0.18%; reported value increased 10.22%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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