First Command Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$18.5M	Sell	45,472 -5,102	-10%	-$1.97M	1.74%	13
2023 Q1	$19M	Buy	+50,574	New	+$18.5M	1.95%	13
2022 Q1	–	Sell	-12	Closed	-$5K	–	497
2021 Q4	$5K	Hold	12	–	–	﹤0.01%	405
2021 Q3	$5K	Sell	12 -278	-96%	-$113K	﹤0.01%	405
2021 Q2	$114K	Hold	290	–	–	0.01%	186
2021 Q1	$106K	Buy	+290	New	+$103K	0.02%	180

Other funds holding VOO

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

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

First Command Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2023, selling an estimated $1.97M and leaving 45,472 shares worth $18.5M. The position accounts for 1.74% of the portfolio, ranked #13.

First Command Bank first reported a position in VOO in Q1 2021 and has held it in 6 quarters since. The position peaked at $19M in Q1 2023. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

First Command Bank held 45,472 shares of Vanguard S&P 500 ETF worth $18.5M as of Q2 2023.
First Command Bank sold 5,102 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $1.97M.
Vanguard S&P 500 ETF made up 1.74% of First Command Bank's portfolio in Q2 2023, its #13 holding.
First Command Bank first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 6 quarters since.
First Command Bank's Vanguard S&P 500 ETF position peaked at $19M in Q1 2023.
2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

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