First seen by DFX
Sep 12, 2026
date not stated
United Services Automobile Association: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
United Services Automobile Association files Form 13F (non_adviser_filer, $1,579,924,424 in 22 positions)
First seen by DFX
Sep 12, 2026
date not stated
United Services Automobile Association: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
United Services Automobile Association reported $850,558,279 across 14 13(f) positions for the quarter ended 2026-03-31
United Services Automobile Association reduced Vanguard Extended Market ETF 224,143 -> 50,963 shares ($46,872,784 -> $10,488,185)
United Services Automobile Association exited State Street SPDR Portfolio Ag (was $91,644,405, 3,559,006 shares)
United Services Automobile Association exited Vanguard FTSE All-World ex-US (was $124,342,808, 1,690,359 shares)
United Services Automobile Association exited Vanguard High Dividend Yield E (was $48,241,665, 336,132 shares)
United Services Automobile Association exited Vanguard Total Stock Market ET (was $4,363,204, 13,014 shares)
United Services Automobile Association exited VictoryShares Core Intermediat (was $114,654,773, 2,421,191 shares)
United Services Automobile Association reduced Vanguard S&P 500 ETF 247,379 -> 94,300 shares ($155,138,792 -> $56,348,965)
United Services Automobile Association reduced iShares S&P 500 Growth ETF 59,749 -> 39,275 shares ($7,364,662 -> $4,442,395)
United Services Automobile Association reported $1,579,924,424 across 22 13(f) positions for the quarter ended 2025-12-31
United Services Automobile Association opened a $91,644,405 position in State Street SPDR Portfolio Ag (3,559,006 shares)
United Services Automobile Association increased Vanguard Extended Market ETF 154,921 -> 224,143 shares ($32,431,162 -> $46,872,784)
United Services Automobile Association exited TrueCar Inc (was $14,650,531, 7,962,245 shares)
United Services Automobile Association increased Vanguard FTSE All-World ex-US 1,100,299 -> 1,690,359 shares ($78,528,340 -> $124,342,808)
United Services Automobile Association increased Vanguard High Dividend Yield E 212,854 -> 336,132 shares ($30,001,771 -> $48,241,665)
United Services Automobile Association increased Vanguard S&P 500 ETF 193,459 -> 247,379 shares ($118,470,422 -> $155,138,792)
United Services Automobile Association reported $1,430,680,561 across 22 13(f) positions for the quarter ended 2025-09-30
United Services Automobile Association increased Vanguard Total Bond Market ETF 129,456 -> 183,490 shares ($9,531,845 -> $13,646,151)
United Services Automobile Association increased iShares Core U.S. Aggregate Bo 5,022,980 -> 9,126,963 shares ($498,279,616 -> $914,978,041)
United Services Automobile Association increased Vanguard Short-Term Bond ETF 16,661 -> 143,018 shares ($1,311,221 -> $11,285,550)
United Services Automobile Association increased iShares S&P 500 Growth ETF 47,166 -> 62,798 shares ($5,192,977 -> $7,580,975)
United Services Automobile Association opened a $25,147,712 position in iShares Short Duration Bond Ac (490,400 shares)
United Services Automobile Association reported $962,647,547 across 21 13(f) positions for the quarter ended 2025-06-30
United Services Automobile Association exited Ameriprise Financial Inc (was $6,029,197, 12,503 shares)
United Services Automobile Association reduced Vanguard Total Bond Market ETF 258,912 -> 129,456 shares ($19,000,257 -> $9,531,845)
United Services Automobile Association reduced iShares S&P 500 Growth ETF 94,332 -> 47,166 shares ($8,743,633 -> $5,192,977)
United Services Automobile Association exited Amgen Inc (was $3,819,993, 12,445 shares)
United Services Automobile Association exited At&t Inc (was $4,638,794, 164,613 shares)
United Services Automobile Association exited Bank of Montreal (was $2,303,695, 24,153 shares)
United Services Automobile Association exited Bank of America Corp (was $6,431,824, 155,923 shares)
United Services Automobile Association exited Automatic Data Processing (was $24,854,875, 82,621 shares)
United Services Automobile Association exited Applied Materials Inc (was $2,768,180, 19,083 shares)
United Services Automobile Association exited Apple Inc (was $75,949,917, 348,554 shares)
United Services Automobile Association exited Elevance Health Inc (was $2,279,664, 5,277 shares)
United Services Automobile Association exited Berkshire Hathaway Inc-Cl B (was $22,329,228, 42,426 shares)
United Services Automobile Association exited Analog Devices Inc (was $2,300,001, 11,411 shares)
United Services Automobile Association exited Mondelez International Inc-A (was $2,060,584, 30,428 shares)