Security Financial Services, INC. MGC VANGUARD WORLD FD

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

AI Ownership Summary

Security Financial Services, INC. reported VANGUARD WORLD FD (MGC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.33% in 2023 Q4. The latest visible filing shows MGC at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Security Financial Services, INC.'s position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MGC was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Security Financial Services, INC. held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 37,917 +901 +2.4% 1.50% $9.5M 2026-02-14 (Est.) $246.94
2025 Q3 REDUCED 14.3% +4.0% 37,016 -6,172 -14.3% 1.46% $9.0M 2025-10-14 $241.50
2025 Q2 ADDED 43,188 +9,234 +27.2% 1.72% $9.7M 2025-08-08 $231.08
2025 Q1 ADDED 33,954 +19,303 +131.8% 1.36% $6.8M 2025-05-07 $200.70
2024 Q4 REDUCED 14,651 -66 -0.4% 0.63% $3.1M 2025-02-13 $218.82
2024 Q3 REDUCED 14,717 -129 -0.9% 0.62% $3.0M 2024-11-05 $204.31
2024 Q2 REDUCED 15.1% +5.0% 14,846 -2,645 -15.1% 0.64% $2.9M 2024-07-23 $196.42
2024 Q1 REDUCED 68.8% +6.4% 17,491 -38,530 -68.8% 0.74% $3.3M 2024-04-11 $181.72
2023 Q4 INITIATED 56,021 2.33% $9.5M 2024-01-16 $165.54

FAQ About Security Financial Services, INC. and MGC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Security Financial Services, INC. reported owning MGC?

Security Financial Services, INC. reported MGC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MGC position in Security Financial Services, INC.'s portfolio?

The largest reported portfolio weight for MGC was 2.33% in 2023 Q4.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2025 Q4, when Security Financial Services, INC. reported 37,917 shares, equal to 1.50% of portfolio, with an estimated market value of $9.5M.

What does the chart on this MGC ownership page compare?

The chart compares Security Financial Services, INC.'s quarterly MGC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Security Financial Services, INC. time their MGC position?

Based on 13F filing dates vs. subsequent MGC price moves, Security Financial Services, INC. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on MGC relative to SPY over the holding period was +0.7%.

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