First Command Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

First Command Financial Services’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$29.9K	Sell	130 -80	-38%	-$17.4K	﹤0.01%	269
2023 Q1	$45.4K	Hold	210	–	–	﹤0.01%	239
2022 Q4	$42K	Hold	210	–	–	0.01%	245
2022 Q3	$41K	Buy	+210	New	+$45.1K	0.01%	239
2019 Q4	–	Sell	-122	Closed	-$22K	–	387
2019 Q3	$22K	Hold	122	–	–	0.01%	263
2019 Q2	$23K	Hold	122	–	–	0.01%	270
2019 Q1	$22K	Hold	122	–	–	0.01%	270
2018 Q4	$18K	Hold	122	–	–	0.01%	289
2018 Q3	$23K	Hold	122	–	–	0.01%	269
2018 Q2	$21K	Hold	122	–	–	0.01%	287
2018 Q1	$20K	Hold	122	–	–	﹤0.01%	297
2017 Q4	$20K	Buy	+122	New	+$19.2K	0.01%	289

Other funds holding VBK

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

First Command Financial Services's VBK Position: Q2 2023 in Review

First Command Financial Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 38% in Q2 2023, selling an estimated $17.4K and leaving 130 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

First Command Financial Services first reported a position in VBK in Q4 2017 and has held it in 12 quarters since. The position peaked at $45.4K in Q1 2023. 863 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

First Command Financial Services held 130 shares of Vanguard Morningstar Small-Cap Growth ETF worth $29.9K as of Q2 2023.
First Command Financial Services sold 80 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2023, an estimated $17.4K.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #269 holding.
First Command Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 12 quarters since.
First Command Financial Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $45.4K in Q1 2023.
863 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2023.

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