IEMG — VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF

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

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF (IEMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
25.27% (2020 Q2)
Avg. % of fund
1.15%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 477,653 +78,893 +19.8% 0.22% $32.1M $67.22
2025 Q3 REDUCED 398,760 -15,414 -3.7% 0.19% $26.3M $64.79
2025 Q2 ADDED 414,174 +57,265 +16.0% 0.21% $24.9M $59.01
2025 Q1 ADDED 356,909 +56,026 +18.6% 0.18% $19.3M $52.41
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEMG price (monthly, adj. close)

Other funds also holding IEMG

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 35.32% Chan Zuckerberg Initiative, LLC 34.82% Jordan Park Group LLC 3Y 7Y 26.59% WIT, LLC 3Y 22.03% STRATEGIC INVESTMENT MANAGEMENT, LLC 3Y 7Y 15.14% Inherent Management Corp. 14.34% Hackensack Meridian Health, Inc. 3Y 13.39% Passaic Partners LLC 3Y 12.35% Ironwood Wealth Management, LLC. 3Y 7Y 12.32% Nationwide Fund Advisors 3Y 7Y 11.77%
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