Security Financial Services, INC. VGIT VANGUARD SCOTTSDALE FDS

Ownership history in Security Financial Services, INC.  ·  11 quarters on record

AI Ownership Summary

Security Financial Services, INC. reported VANGUARD SCOTTSDALE FDS (VGIT) in 11 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.34% in 2026 Q1. The latest visible filing shows VGIT at 1.34% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGIT 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 SCOTTSDALE FDS, 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
2026 Q1

VGIT was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 142,195 +114,337 +410.4% 1.34% $8.5M 2026-05-27 $58.76
2025 Q4 ADDED 27,858 +1,258 +4.7% 0.26% $1.7M 2026-01-27 $58.90
2025 Q3 ADDED 26,600 +9,544 +56.0% 0.26% $1.6M 2025-10-14 $58.84
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Security Financial Services, INC. and VGIT

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 VGIT?

Security Financial Services, INC. reported VGIT across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for VGIT was 1.34% in 2026 Q1.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2026 Q1, when Security Financial Services, INC. reported 142,195 shares, equal to 1.34% of portfolio, with an estimated market value of $8.5M.

What does the chart on this VGIT ownership page compare?

The chart compares Security Financial Services, INC.'s quarterly VGIT 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 VGIT position?

Based on 13F filing dates vs. subsequent VGIT price moves, Security Financial Services, INC. correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on VGIT relative to SPY over the holding period was -10.6%.

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