First Command Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	12,206 -1,630	-12%	-$137K	0.01%	87
2026 Q1	$1.01M	Sell	13,836 -3,030	-18%	-$236K	0.01%	89
2025 Q4	$1.37M	Sell	16,866 -1,272	-7%	-$103K	0.01%	71
2025 Q3	$1.45M	Buy	18,138 +2,184	+14%	+$167K	0.01%	69
2025 Q2	$1.17M	Sell	15,954 -456	-3%	-$30K	0.01%	74
2025 Q1	$1.01M	Sell	16,410 -1,740	-10%	-$117K	0.01%	74
2024 Q4	$1.24M	Sell	18,150 -1,074	-6%	-$72.2K	0.01%	63
2024 Q3	$1.23M	Buy	19,224 +5,922	+45%	+$367K	0.01%	66
2024 Q2	$829K	Sell	13,302 -42	-0.3%	-$2.45K	0.01%	76
2024 Q1	$762K	Sell	13,344 -1,194	-8%	-$65.7K	0.01%	79
2023 Q4	$753K	Hold	14,538	–	–	0.01%	75
2023 Q3	$660K	Buy	14,538 +14,508	+48,360%	+$685K	0.01%	80
2023 Q2	$1.42K	Hold	30	–	–	﹤0.01%	33
2023 Q1	$1.25K	Hold	30	–	–	﹤0.01%	73
2022 Q4	$1K	Buy	+30	New	+$1.1K	﹤0.01%	44
2022 Q1	–	Sell	-108	Closed	–	–	140
2021 Q4	$0	Buy	+108	New	+$5.63K	﹤0.01%	205
2019 Q1	–	Sell	-144	Closed	–	–	48
2018 Q4	$0	Buy	+144	New	+$3.49K	﹤0.01%	50

Other funds holding VUG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

First Command Advisory Services's VUG Position: Q2 2026 in Review

First Command Advisory Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $137K and leaving 12,206 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #87.

First Command Advisory Services first reported a position in VUG in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.45M in Q3 2025. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

First Command Advisory Services held 12,206 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q2 2026.
First Command Advisory Services sold 1,630 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $137K.
Vanguard Morningstar Growth ETF made up 0.01% of First Command Advisory Services's portfolio in Q2 2026, its #87 holding.
First Command Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 17 quarters since.
First Command Advisory Services's Vanguard Morningstar Growth ETF position peaked at $1.45M in Q3 2025.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.