First Command Financial Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-306	Closed	-$45K	–	487
2021 Q4	$45K	Buy	306 +295	+2,682%	+$42.1K	0.01%	259
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	442
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	414
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	434
2020 Q4	$1K	Buy	+11	New	+$1.24K	﹤0.01%	361
2019 Q4	–	Sell	-53	Closed	-$6K	–	388
2019 Q3	$6K	Hold	53	–	–	﹤0.01%	344
2019 Q2	$6K	Hold	53	–	–	﹤0.01%	359
2019 Q1	$6K	Hold	53	–	–	﹤0.01%	361
2018 Q4	$5K	Hold	53	–	–	﹤0.01%	369
2018 Q3	$6K	Buy	+53	New	+$5.79K	﹤0.01%	347
2018 Q2	–	Sell	-46	Closed	-$5K	–	451
2018 Q1	$5K	Hold	46	–	–	﹤0.01%	398
2017 Q4	$5K	Hold	46	–	–	﹤0.01%	379
2017 Q3	$5K	Hold	46	–	–	﹤0.01%	372
2017 Q2	$4K	Buy	+46	New	+$4.4K	﹤0.01%	381

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Command Financial Services's VTV Position: Q1 2022 in Review

First Command Financial Services sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2022, closing a stake of 306 shares — an estimated $45K sold.

First Command Financial Services first reported a position in VTV in Q2 2017 and held it in 14 quarters. The position peaked at $45K in Q4 2021. 1,645 funds tracked by Wall St. Rank hold VTV as of Q1 2022.

First Command Financial Services reported no remaining Vanguard Morningstar Value ETF position as of Q1 2022 after selling out during the quarter.
First Command Financial Services sold 306 Vanguard Morningstar Value ETF shares in Q1 2022, an estimated $45K.
First Command Financial Services first reported a position in Vanguard Morningstar Value ETF in Q2 2017 and held it in 14 quarters.
First Command Financial Services's Vanguard Morningstar Value ETF position peaked at $45K in Q4 2021.
1,645 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2022.

Based on First Command Financial Services's 13F filing for Q1 2022, filed 14 Apr 2022.