First Command Bank’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$94.3M	Buy	1,713,856 +68,536	+4%	+$3.59M	8.87%	3
2023 Q1	$86.8M	Buy	1,645,320 +1,643,704	+101,714%	+$87.4M	8.87%	4
2022 Q4	$82K	Hold	1,616	–	–	0.01%	194
2022 Q3	$76K	Sell	1,616 -2,056	-56%	-$107K	0.01%	194
2022 Q2	$181K	Sell	3,672 -1,120	-23%	-$60.5K	0.03%	134
2022 Q1	$285K	Buy	4,792 +372	+8%	+$21.8K	0.04%	113
2021 Q4	$262K	Hold	4,420	–	–	0.05%	122
2021 Q3	$262K	Hold	4,420	–	–	0.05%	122
2021 Q2	$262K	Sell	4,420 -104	-2%	-$6.03K	0.03%	121
2021 Q1	$250K	Sell	4,524 -452	-9%	-$24.5K	0.05%	111
2020 Q4	$257K	Hold	4,976	–	–	0.06%	104
2020 Q3	$219K	Hold	4,976	–	–	0.06%	101
2020 Q2	$204K	Sell	4,976 -15,180	-75%	-$581K	0.07%	104
2020 Q1	$663K	Sell	20,156 -480	-2%	-$19.9K	0.36%	38
2019 Q4	$919K	Buy	20,636 +676	+3%	+$29K	0.43%	37
2019 Q3	$836K	Buy	19,960 +540	+3%	+$22.6K	0.42%	36
2019 Q2	$812K	Sell	19,420 -100	-0.5%	-$4.09K	0.41%	37
2019 Q1	$784K	Sell	19,520 -120	-0.6%	-$4.62K	0.39%	36
2018 Q4	$678K	Sell	19,640 -16,808	-46%	-$631K	0.35%	39
2018 Q3	$1.5M	Hold	36,448	–	–	0.42%	32
2018 Q2	$1.44M	Buy	36,448 +18,224	+100%	+$715K	0.42%	32
2018 Q1	$703K	Sell	18,224 -112	-0.6%	-$4.41K	0.38%	36
2017 Q4	$710K	Sell	18,336 -80	-0.4%	-$3.02K	0.4%	38
2017 Q3	$677K	Sell	18,416 -168	-0.9%	-$6.06K	0.42%	36
2017 Q2	$662K	Hold	18,584	–	–	0.43%	39
2017 Q1	$647K	Buy	18,584 +1,040	+6%	+$35.7K	0.45%	38
2016 Q4	$577K	Buy	+17,544	New	+$568K	0.46%	40

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

First Command Bank increased its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q2 2023, buying an estimated $3.59M and bringing the position to 1,713,856 shares worth $94.3M. The position accounts for 8.87% of the portfolio, ranked #3.

First Command Bank first reported a position in VO in Q4 2016 and has held it in 27 quarters since. 1,651 funds tracked by Wall St. Rank hold VO as of Q2 2023.

First Command Bank held 1,713,856 shares of Vanguard Mid-Cap ETF worth $94.3M as of Q2 2023.
First Command Bank bought 68,536 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $3.59M.
Vanguard Mid-Cap ETF made up 8.87% of First Command Bank's portfolio in Q2 2023, its #3 holding.
First Command Bank first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 27 quarters since.
1,651 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

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