VTIP — VANGUARD MALVERN FDS

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 MALVERN FDS (VTIP). 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
0.37% (2022 Q1)
Avg. % of fund
0.28%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,343 -5,657 -31.4% 0.10% $625K $49.27
2023 Q3 REDUCED 18,000 -63 -0.3% 0.24% $851K $43.42
2023 Q2 UNCHANGED 18,063 — 0% 0.24% $857K $43.23
2023 Q1 REDUCED 18,063 -1,356 -7.0% 0.26% $864K $43.57
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTIP price (monthly, adj. close)

Other funds also holding VTIP

As of 2025 Q4 — sorted by position size

STUDIO INVESTMENT MANAGEMENT LLC 3Y 16.46% SATOVSKY ASSET MANAGEMENT LLC 3Y 15.87% ATMOS ADVISORY, LLC 3Y 8.09% Fiduciary Planning LLC 3Y 7.54% MOLLER WEALTH PARTNERS 3Y 7Y 7.35% Baron Financial Group, LLC 3Y 6.8% Whelan Financial 3Y 6.7% Adventist Health System/ West 3Y 6.37% Nova R Wealth, Inc. 3Y 6.12% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1%
← Back to Security Financial Services, INC. Holdings