MGC VANGUARD WORLD FD

Ownership history in Security Financial Services, INC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. reported a position in VANGUARD WORLD FD (MGC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.33% (2023 Q4)
Avg. % of fund
1.22%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,917 +901 +2.4% 1.50% $9.5M $251.17
2025 Q3 REDUCED 37,016 -6,172 -14.3% 1.46% $9.0M $243.51
2025 Q2 ADDED 43,188 +9,234 +27.2% 1.72% $9.7M $223.85
2025 Q1 ADDED 33,954 +19,303 +131.8% 1.36% $6.8M $199.93
2024 Q4 REDUCED 14,651 -66 -0.4% 0.63% $3.1M $210.51
2024 Q3 REDUCED 14,717 -129 -0.9% 0.62% $3.0M $203.96
2024 Q2 REDUCED 14,846 -2,645 -15.1% 0.64% $2.9M $194.14
2024 Q1 REDUCED 17,491 -38,530 -68.8% 0.74% $3.3M $183.32
2023 Q4 INITIATED 56,021 2.33% $9.5M
% of Fund (quarterly)    MGC price (monthly, adj. close)
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