First Command Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

First Command Advisory Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.1M	Sell	195,207 -4,402	-2%	-$1.19M	0.34%	25
2025 Q4	$51.5M	Sell	199,609 -7,622	-4%	-$1.95M	0.36%	23
2025 Q3	$52.7M	Sell	207,231 -12,040	-5%	-$2.99M	0.38%	23
2025 Q2	$52M	Buy	219,271 +7,205	+3%	+$1.61M	0.45%	19
2025 Q1	$47M	Buy	212,066 +8,663	+4%	+$2.07M	0.45%	20
2024 Q4	$48.9M	Buy	203,403 +3,588	+2%	+$883K	0.46%	17
2024 Q3	$47.4M	Buy	199,815 +10,227	+5%	+$2.32M	0.46%	17
2024 Q2	$41.3M	Buy	189,588 +7,432	+4%	+$1.63M	0.43%	16
2024 Q1	$41.6M	Buy	182,156 +10,865	+6%	+$2.34M	0.44%	15
2023 Q4	$36.5M	Buy	171,291 +8,291	+5%	+$1.6M	0.43%	15
2023 Q3	$30.8M	Buy	+163,000	New	+$32.5M	0.41%	15
2020 Q3	–	Sell	-6	Closed	-$922	–	72
2020 Q2	$0	Buy	+6	New	+$806	﹤0.01%	39

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Command Advisory Services's VB Position: Q1 2026 in Review

First Command Advisory Services reduced its Vanguard Small-Cap ETF (VB) stake by 2.2% in Q1 2026, selling an estimated $1.19M and leaving 195,207 shares worth $51.1M. The position accounts for 0.34% of the portfolio, ranked #25.

First Command Advisory Services first reported a position in VB in Q2 2020 and has held it in 12 quarters since. The position peaked at $52.7M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

First Command Advisory Services held 195,207 shares of Vanguard Small-Cap ETF worth $51.1M as of Q1 2026.
First Command Advisory Services sold 4,402 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.19M.
Vanguard Small-Cap ETF made up 0.34% of First Command Advisory Services's portfolio in Q1 2026, its #25 holding.
First Command Advisory Services first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 12 quarters since.
First Command Advisory Services's Vanguard Small-Cap ETF position peaked at $52.7M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.