First Command Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17	Closed	–	–	558
2024 Q2	$0	Hold	17	–	–	﹤0.01%	647
2024 Q1	$0	Sell	17 -121	-88%	-$29.7K	﹤0.01%	665
2023 Q4	$33.4K	Hold	138	–	–	﹤0.01%	272
2023 Q3	$29.6K	Buy	+138	New	+$31.4K	﹤0.01%	276
2019 Q1	–	Sell	-4	Closed	–	–	40
2018 Q4	$0	Buy	+4	New	+$660	﹤0.01%	45

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Command Advisory Services's VBK Position: Q3 2024 in Review

First Command Advisory Services sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2024, closing a stake of 17 shares.

First Command Advisory Services first reported a position in VBK in Q4 2018 and held it in 5 quarters. The position peaked at $33.4K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold VBK as of Q3 2024.

First Command Advisory Services reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 17 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2024.
First Command Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 5 quarters.
First Command Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $33.4K in Q4 2023.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.