First Command Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.28M	Buy	5,832 +39	+0.7%	+$8.13K	0.12%	38
2023 Q1	$1.18M	Buy	5,793 +3,553	+159%	+$711K	0.12%	42
2022 Q4	$428K	Sell	2,240 -57	-2%	-$11K	0.05%	84
2022 Q3	$412K	Buy	2,297 +1	+0%	+$199	0.06%	83
2022 Q2	$433K	Sell	2,296 -1,071	-32%	-$220K	0.06%	84
2022 Q1	$767K	Buy	3,367 +504	+18%	+$113K	0.11%	66
2021 Q4	$691K	Sell	2,863 -3,087	-52%	-$729K	0.1%	69
2021 Q3	$1.32M	Buy	5,950 +2,416	+68%	+$551K	0.23%	34
2021 Q2	$787K	Hold	3,534	–	–	0.09%	59
2021 Q1	$730K	Buy	3,534 +2,959	+515%	+$599K	0.16%	60
2020 Q4	$112K	Buy	575 +25	+5%	+$4.57K	0.03%	164
2020 Q3	$94K	Hold	550	–	–	0.03%	158
2020 Q2	$86K	Sell	550 -350	-39%	-$51.6K	0.03%	161
2020 Q1	$116K	Hold	900	–	–	0.06%	140
2019 Q4	$147K	Hold	900	–	–	0.07%	141
2019 Q3	$136K	Sell	900 -775	-46%	-$117K	0.07%	140
2019 Q2	$251K	Sell	1,675 -500	-23%	-$73.6K	0.13%	102
2019 Q1	$315K	Hold	2,175	–	–	0.16%	84
2018 Q4	$278K	Hold	2,175	–	–	0.14%	86
2018 Q3	$325K	Hold	2,175	–	–	0.09%	91
2018 Q2	$305K	Hold	2,175	–	–	0.09%	92
2018 Q1	$295K	Hold	2,175	–	–	0.01%	88
2017 Q4	$299K	Sell	2,175 -185	-8%	-$24.8K	0.17%	80
2017 Q3	$306K	Hold	2,360	–	–	0.19%	75
2017 Q2	$294K	Hold	2,360	–	–	0.19%	74
2017 Q1	$286K	Hold	2,360	–	–	0.2%	74
2016 Q4	$272K	Buy	+2,360	New	+$265K	0.22%	77

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Command Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.67% in Q2 2023, buying an estimated $8.13K and bringing the position to 5,832 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #38.

First Command Financial Services first reported a position in VTI in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.32M in Q3 2021. 2,380 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

First Command Financial Services held 5,832 shares of Vanguard Morningstar Total Stock Market ETF worth $1.28M as of Q2 2023.
First Command Financial Services bought 39 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $8.13K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of First Command Financial Services's portfolio in Q2 2023, its #38 holding.
First Command Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.32M in Q3 2021.
2,380 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

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