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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-305	Closed	-$59.5K	–	648
2025 Q2	$59.5K	Sell	305 -173	-36%	-$32K	﹤0.01%	275
2025 Q1	$89K	Hold	478	–	–	﹤0.01%	231
2024 Q4	$94.7K	Sell	478 -70	-13%	-$14.4K	﹤0.01%	227
2024 Q3	$110K	Buy	548 +173	+46%	+$33.3K	﹤0.01%	217
2024 Q2	$68.4K	Buy	375 +70	+23%	+$12.9K	﹤0.01%	242
2024 Q1	$58.5K	Sell	305 -23	-7%	-$4.15K	﹤0.01%	240
2023 Q4	$59K	Hold	328	–	–	﹤0.01%	227
2023 Q3	$52.3K	Buy	+328	New	+$54.8K	﹤0.01%	233
2022 Q3	–	Sell	-7	Closed	-$1K	–	157
2022 Q2	$1K	Buy	+7	New	+$1.15K	﹤0.01%	60
2019 Q1	–	Sell	-5	Closed	–	–	41
2018 Q4	$0	Buy	+5	New	+$633	﹤0.01%	46

Other funds holding VBR

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

First Command Advisory Services's VBR Position: Q3 2025 in Review

First Command Advisory Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2025, closing a stake of 305 shares — an estimated $59.5K sold.

First Command Advisory Services first reported a position in VBR in Q4 2018 and held it in 10 quarters. The position peaked at $110K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

First Command Advisory Services reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
First Command Advisory Services sold 305 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $59.5K.
First Command Advisory Services first reported a position in Vanguard Small-Cap Value ETF in Q4 2018 and held it in 10 quarters.
First Command Advisory Services's Vanguard Small-Cap Value ETF position peaked at $110K in Q3 2024.
1,572 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

Based on First Command Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.