First Command Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

First Command Bank’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$41.6M	Buy	498,430 +20,709	+4%	+$1.7M	3.92%	10
2023 Q1	$39.7M	Buy	477,721 +29,613	+7%	+$2.54M	4.06%	9
2022 Q4	$37M	Buy	448,108 +2,078	+0.5%	+$172K	4.69%	7
2022 Q3	$35.8M	Buy	446,030 +24,390	+6%	+$2.28M	5.2%	7
2022 Q2	$38.4M	Buy	421,640 +19,460	+5%	+$1.94M	5.6%	7
2022 Q1	$43.6M	Buy	402,180 +60,722	+18%	+$6.43M	5.98%	6
2021 Q4	$34.8M	Hold	341,458	–	–	5.96%	6
2021 Q3	$34.8M	Sell	341,458 -327,856	-49%	-$34.8M	5.96%	6
2021 Q2	$68.1M	Buy	669,314 +339,192	+103%	+$33.6M	7.65%	5
2021 Q1	$30.3M	Buy	330,122 +2,070	+0.6%	+$182K	6.55%	5
2020 Q4	$27.9M	Buy	328,052 +11,685	+4%	+$969K	6.81%	4
2020 Q3	$25M	Buy	316,367 +5,986	+2%	+$481K	7.1%	4
2020 Q2	$24.4M	Buy	310,381 +93,596	+43%	+$7.1M	7.79%	4
2020 Q1	$15.1M	Buy	216,785 +15,149	+8%	+$1.33M	8.21%	3
2019 Q4	$18.7M	Buy	201,636 +8,589	+4%	+$795K	8.85%	2
2019 Q3	$18M	Sell	193,047 -3,453	-2%	-$313K	9.08%	2
2019 Q2	$17.2M	Sell	196,500 -6,744	-3%	-$590K	8.67%	2
2019 Q1	$17.7M	Sell	203,244 -7,465	-4%	-$617K	8.78%	1
2018 Q4	$15.7M	Sell	210,709 -242,113	-53%	-$19.1M	8.11%	2
2018 Q3	$36.5M	Sell	452,822 -5,967	-1%	-$491K	10.22%	1
2018 Q2	$37.4M	Buy	458,789 +222,177	+94%	+$17.2M	10.93%	1
2018 Q1	$17.9M	Buy	236,612 +17,897	+8%	+$1.37M	9.65%	1
2017 Q4	$18.1M	Buy	218,715 +26,762	+14%	+$2.24M	10.14%	1
2017 Q3	$15.9M	Buy	191,953 +12,517	+7%	+$1.05M	9.94%	1
2017 Q2	$14.9M	Buy	179,436 +17,261	+11%	+$1.44M	9.8%	1
2017 Q1	$13.4M	Buy	162,175 +23,262	+17%	+$1.93M	9.41%	1
2016 Q4	$11.5M	Buy	+138,913	New	+$11.3M	9.19%	1

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Command Bank's VNQ Position: Q2 2023 in Review

First Command Bank increased its Vanguard Real Estate ETF (VNQ) stake by 4.3% in Q2 2023, buying an estimated $1.7M and bringing the position to 498,430 shares worth $41.6M. The position accounts for 3.92% of the portfolio, ranked #10.

First Command Bank first reported a position in VNQ in Q4 2016 and has held it in 27 quarters since. The position peaked at $68.1M in Q2 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

First Command Bank held 498,430 shares of Vanguard Real Estate ETF worth $41.6M as of Q2 2023.
First Command Bank bought 20,709 Vanguard Real Estate ETF shares in Q2 2023, an estimated $1.7M.
Vanguard Real Estate ETF made up 3.92% of First Command Bank's portfolio in Q2 2023, its #10 holding.
First Command Bank first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Vanguard Real Estate ETF position peaked at $68.1M in Q2 2021.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.