First Command Advisory Services’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-501	Closed	-$23.7K	–	480
2024 Q3	$23.7K	Hold	501	–	–	﹤0.01%	334
2024 Q2	$22.7K	Sell	501 -19	-4%	-$855	﹤0.01%	315
2024 Q1	$22.9K	Buy	520 +480	+1,200%	+$21.9K	﹤0.01%	312
2023 Q4	$1.85K	Sell	40 -48	-55%	-$2.12K	﹤0.01%	429
2023 Q3	$3.85K	Buy	+88	New	+$3.96K	﹤0.01%	381
2023 Q1	–	Sell	-162	Closed	-$5K	–	257
2022 Q4	$5K	Buy	+162	New	+$7.33K	﹤0.01%	17
2022 Q1	–	Sell	-23	Closed	-$1K	–	129
2021 Q4	$1K	Buy	+23	New	+$1.22K	﹤0.01%	39
2021 Q1	–	Sell	-7	Closed	–	–	77
2020 Q4	$0	Buy	+7	New	+$379	﹤0.01%	86

Other funds holding VMBS

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Command Advisory Services's VMBS Position: Q4 2024 in Review

First Command Advisory Services sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2024, closing a stake of 501 shares — an estimated $23.7K sold.

First Command Advisory Services first reported a position in VMBS in Q4 2020 and held it in 8 quarters. The position peaked at $23.7K in Q3 2024. 631 funds tracked by Wall St. Rank hold VMBS as of Q4 2024.

First Command Advisory Services reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2024 after selling out during the quarter.
First Command Advisory Services sold 501 Vanguard Mortgage-Backed Securities ETF shares in Q4 2024, an estimated $23.7K.
First Command Advisory Services first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2020 and held it in 8 quarters.
First Command Advisory Services's Vanguard Mortgage-Backed Securities ETF position peaked at $23.7K in Q3 2024.
631 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2024.

Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.