VB — VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF

Ownership history in First Command Advisory Services, Inc.  ·  10 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 ETF (VB). 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
0.46% (2024 Q4)
Avg. % of fund
0.43%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 199,609 -7,622 -3.7% 0.36% $51.5M $257.95
2025 Q3 REDUCED 207,231 -12,040 -5.5% 0.38% $52.7M $253.38
2025 Q2 ADDED 219,271 +7,205 +3.4% 0.45% $52.0M $235.40
2025 Q1 ADDED 212,066 +8,663 +4.3% 0.45% $47.0M $219.54
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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