Ford Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Ford Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-420	Closed	-$94	–	491
2021 Q4	$94	Buy	+420	New	+$95.4K	0.02%	167
2021 Q3	–	Sell	-426	Closed	-$96K	–	530
2021 Q2	$96K	Buy	+426	New	+$94.4K	0.04%	163
2018 Q1	–	Sell	-864	Closed	-$129K	–	358
2017 Q4	$129K	Buy	+864	New	+$125K	0.1%	54

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ford Financial Group's VB Position: Q1 2022 in Review

Ford Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2022, closing a stake of 420 shares — an estimated $94 sold.

Ford Financial Group first reported a position in VB in Q4 2017 and held it in 3 quarters. The position peaked at $129K in Q4 2017. 1,597 funds tracked by Wall St. Rank hold VB as of Q1 2022.

Ford Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 420 Vanguard Small-Cap ETF shares in Q1 2022, an estimated $94.
Ford Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 3 quarters.
Ford Financial Group's Vanguard Small-Cap ETF position peaked at $129K in Q4 2017.
1,597 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.