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Ford Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Ford Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-70,168
Closed -$4.47K – 500
2021
Q4 		$4.47K Buy
70,168
+172
+0.2% +$10.8K 0.89% 21
2021
Q3 		$4.14M Buy
69,996
+1,364
+2% +$82.4K 1.6% 21
2021
Q2 		$4.07M Buy
+68,632
New +$3.98M 1.52% 19
2018
Q1 		– Sell
-360
Closed -$14K – 367
2017
Q4 		$14K Buy
+360
New +$13.6K 0.01% 183

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ford Financial Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2022, closing a stake of 70,168 shares — an estimated $4.47K sold.

Ford Financial Group first reported a position in VO in Q4 2017 and held it in 4 quarters. The position peaked at $4.14M in Q3 2021. 1,572 funds tracked by Wall St. Rank hold VO as of Q1 2022.

  • Ford Financial Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 70,168 Vanguard Mid-Cap ETF shares in Q1 2022, an estimated $4.47K.
  • Ford Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Ford Financial Group's Vanguard Mid-Cap ETF position peaked at $4.14M in Q3 2021.
  • 1,572 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2022.

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