United Services Automobile Association
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), United Services Automobile Association reported 14 stock positions worth $850.6 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 78.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.6%) and iShares SH Dba ETF Usd (NEAR, 2.9%). Compared with Q4 2025, it sold out of 6, added to 2 and reduced 8. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +14%) and the biggest sale an exit from Vanguard Ftse All-World Ex-U (VEU).
- Most Recent 13F
- Q2 2026
- Location
- SAN ANTONIO, TX
- CIK
- 0001021249
- Portfolio Value
- $850.6M (Q1 2026)
- SEC Filing
- 0001193125-26-220922 ↗ filed May 13, 2026
Holdings Value
Holdings 14 stocks · $850.6M
| AGG iShares Core U.S. Aggregate | 78.50% | 6,726,030 | $667.7M | Reduce -22.9% |
| VOO Vanguard S&P 500 ETF | 6.62% | 94,300 | $56.3M | Reduce -61.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 2.93% | 490,400 | $24.9M | No change |
| VXUS Vanguard Total Intl Stock | 2.20% | 242,510 | $18.7M | Add +14.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.57% | 168,364 | $13.3M | Reduce -7.8% |
| VCIT Vanguard Int-Term Corporate | 1.56% | 160,545 | $13.3M | Reduce -7.7% |
| VCLT Vanguard Long-Term Corp. Bond | 1.55% | 176,839 | $13.2M | Reduce -7.3% |
| BND Vanguard Total Bond Market | 1.51% | 174,088 | $12.8M | Reduce -10.2% |
| BSV Vanguard Short-Term Bond ETF | 1.32% | 143,018 | $11.2M | No change |
| VXF Vanguard Extended Market ETF | 1.23% | 50,963 | $10.5M | Reduce -77.3% |
| IVW iShares S&P 500 Growth ETF | 0.52% | 39,275 | $4.4M | Reduce -34.3% |
| TIP iShares Tips Bond ETF | 0.43% | 33,485 | $3.7M | Add +24.2% |
| RANI Rani Therapeutics Holdings Class A | 0.03% | 302,743 | $222K | No change |
| IVE iShares S&P 500 Value ETF | 0.02% | 757 | $160K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −7.87 |
| UITB Victoryshares Core Intermedi | Sold out | 0.00% | −7.26 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −5.80 |
| VOO Vanguard S&P 500 ETF | Reduce -61.9% | 6.62% | −3.19 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −3.05 |
| VXF Vanguard Extended Market ETF | Reduce -77.3% | 1.23% | −1.73 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.28 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -34.3% | 0.52% | +0.06 |
| BND Vanguard Total Bond Market | Reduce -10.2% | 1.51% | +0.60 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -7.3% | 1.55% | +0.64 |
| VCIT Vanguard Int-Term Corporate | Reduce -7.7% | 1.56% | +0.64 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.8% | 1.57% | +0.65 |
| AGG iShares Core U.S. Aggregate | Reduce -22.9% | 78.50% | +23.33 |
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $1.2B | AGG, VOO, NEAR, IVV, VXUS |
| Q1 2026 | 14 | $850.6M | AGG, VOO, NEAR, VXUS, VCSH |
| Q4 2025 | 20 | $1.6B | AGG, VOO, VEU, UITB, SPAB |
| Q3 2025 | 20 | $1.4B | AGG, VOO, UITB, VEU, VXF |
| Q2 2025 | 19 | $962.6M | AGG, UITB, VOO, VEU, VXF |
| Q1 2025 | 1,070 | $3.2B | EMXC, AGG, VOO, UITB, AAPL |
| Q4 2024 | 390 | $3.1B | AGG, VOO, AVGO, UITB, XOM |
| Q3 2024 | 380 | $3.9B | AGG, IEMG, VOO, UITB, XOM |
| Q2 2024 | 452 | $3.9B | AGG, IEMG, XOM, UITB, ABBV |
| Q1 2024 | 446 | $4.1B | AGG, IEMG, XOM, AVGO, ABBV |