First Command Advisory Services, Inc. VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF

Ownership history in First Command Advisory Services, Inc.  ·  16 quarters on record

AI Ownership Summary

First Command Advisory Services, Inc. reported VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF (VNQ) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.55% in 2023 Q4. The latest visible filing shows VNQ at 0.37% 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 VNQ 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 REAL ESTATE INDEX FD 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

VNQ was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2023 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 VNQ — position size vs. price
% of Fund (quarterly)    VNQ 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 601,250 +11,167 +1.9% 0.37% $53.2M 2026-02-14 (Est.) $93.59
2025 Q3 ADDED 590,083 +9,216 +1.6% 0.39% $53.9M 2025-10-31 $87.44
2025 Q2 ADDED 580,867 +14,375 +2.5% 0.45% $51.7M 2025-08-01 $86.36
2025 Q1 ADDED 566,492 +23,706 +4.4% 0.49% $51.3M 2025-05-02 $86.28
2024 Q4 ADDED 542,786 +13,701 +2.6% 0.46% $48.4M 2025-02-05 $87.30
2024 Q3 ADDED 529,085 +7,944 +1.5% 0.50% $51.5M 2024-10-25 $90.27
2024 Q2 REDUCED 521,141 -12,204 -2.3% 0.45% $43.7M 2024-07-26 $83.75
2024 Q1 ADDED 533,345 +5,054 +1.0% 0.48% $46.1M 2024-05-02 $74.58
2023 Q4 ADDED 528,291 +11,657 +2.3% 0.55% $46.7M 2024-02-01 $78.21
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Command Advisory Services, Inc. and VNQ

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 VNQ?

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

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

The largest reported portfolio weight for VNQ was 0.55% in 2023 Q4.

What is the latest reported VNQ position on this page?

The most recent filing on this page is 2025 Q4, when First Command Advisory Services, Inc. reported 601,250 shares, equal to 0.37% of portfolio, with an estimated market value of $53.2M.

What does the chart on this VNQ ownership page compare?

The chart compares First Command Advisory Services, Inc.'s quarterly VNQ 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 VNQ position?

Based on 13F filing dates vs. subsequent VNQ price moves, First Command Advisory Services, Inc. correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on VNQ relative to SPY over the holding period was -10.8%.

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