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Institutional

UNITED SERVICES AUTOMOBILE ASSOCIATION

CIK 0001021249
$850.6M
Reported AUM
14
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · UNITED SERVICES AUTOMOBILE ASSOCIATION · Q1 2026

AI · grounded in 13F

UNITED SERVICES AUTOMOBILE ASSOCIATION closed its position in Vanguard FTSE All-World ex-US VEU, reducing exposure by $124.3M. The fund also exited positions in VictoryShares Core Intermediat UITB for $114.7M and State Street SPDR Portfolio Ag SPAB for $91.6M. To offset these sells, the fund increased its holdings in iShares TIPS Bond ETF TIP by 24.2% and Vanguard Total International S VXUS by 14.4%.

Portfolio · Q1 2026

AGG$667.7MVOO$56.3MNEARVXUSUA

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AGGiShares Core U.S. Aggregate Bo$97.610.06%2.12%-1.50%$667.7M78.50%HELD
2VOOVanguard S&P 500 ETF$681.611.64%20.72%76.33%$56.3M6.62%HELD
3NEARiShares Short Duration Bond Ac$50.540.10%3.25%21.09%$24.9M2.93%HELD
4VXUSVanguard Total International S$84.772.89%24.24%46.24%$18.7M2.20%HELD
5VCSHVanguard Short-Term Corporate$78.670.07%3.06%12.13%$13.3M1.57%HELD
6VCITVanguard Intermediate-Term Cor$81.380.15%2.20%3.60%$13.3M1.56%HELD
7VCLTVanguard Long-Term Corporate B$72.230.31%-0.09%-15.91%$13.2M1.55%HELD
8BNDVanguard Total Bond Market ETF$72.400.03%2.03%-1.65%$12.8M1.51%HELD
9BSVVanguard Short-Term Bond ETF$77.640.03%2.41%8.45%$11.2M1.32%HELD
10VXFVanguard Extended Market ETF$236.871.40%22.01%30.43%$10.5M1.23%HELD
11IVWiShares S&P 500 Growth ETF$133.333.13%19.82%75.31%$4.4M0.52%HELD
12TIPiShares TIPS Bond ETF$107.74-0.03%1.90%1.06%$3.7M0.43%HELD
13RANIRani Therapeutics Holdings Inc$0.82-2.81%55.36%-95.55%$222K0.03%HELD
14IVEiShares S&P 500 Value ETF$232.16-0.09%21.39%68.81%$160K0.02%HELD

Source: SEC EDGAR · accession 0001193125-26-220922. 13F discloses long positions only — shorts, foreign equities, and options are excluded.