First Command Advisory Services, Inc. IEMG VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF

Ownership history in First Command Advisory Services, Inc.  ·  23 quarters on record

AI Ownership Summary

First Command Advisory Services, Inc. reported VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF (IEMG) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q4. The latest visible filing shows IEMG at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Command Advisory Services, Inc.'s position in VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEMG was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Command Advisory Services, Inc. held IEMG — position size vs. price
% of Fund (quarterly)    IEMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 477,653 +78,893 +19.8% 0.22% $32.1M 2026-02-14 (Est.) $74.97
2025 Q3 REDUCED 398,760 -15,414 -3.7% 0.19% $26.3M 2025-10-31 $67.10
2025 Q2 ADDED 414,174 +57,265 +16.0% 0.21% $24.9M 2025-08-01 $58.88
2025 Q1 ADDED 356,909 +56,026 +18.6% 0.18% $19.3M 2025-05-02 $54.10
2024 Q4 ADDED 300,883 +39,996 +15.3% 0.15% $15.7M 2025-02-05 $51.90
2024 Q3 ADDED 260,887 +260,585 +86286.4% 0.14% $15.0M 2024-10-25 $53.54
2024 Q2 REDUCED 302 -9 -2.9% 0.00% $16K 2024-07-26 $50.59
2024 Q1 REDUCED 10.6% +5.0% 311 -37 -10.6% 0.00% $16K 2024-05-02 $49.86
2023 Q4 ADDED 348 +259 +291.0% 0.00% $18K 2024-02-01 $46.04
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Command Advisory Services, Inc. and IEMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Command Advisory Services, Inc. reported owning IEMG?

First Command Advisory Services, Inc. reported IEMG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEMG position in First Command Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for IEMG was 0.22% in 2025 Q4.

What is the latest reported IEMG position on this page?

The most recent filing on this page is 2025 Q4, when First Command Advisory Services, Inc. reported 477,653 shares, equal to 0.22% of portfolio, with an estimated market value of $32.1M.

What does the chart on this IEMG ownership page compare?

The chart compares First Command Advisory Services, Inc.'s quarterly IEMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Command Advisory Services, Inc. time their IEMG position?

Based on 13F filing dates vs. subsequent IEMG price moves, First Command Advisory Services, Inc. correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on IEMG relative to SPY over the holding period was -6.0%.

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