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Ford Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ford Financial Group’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,321
Closed -$430K – 136
2022
Q2 		$430K Buy
3,321
+12
+0.4% +$1.7K 0.17% 72
2022
Q1 		$495K Sell
3,309
-25
-0.7% -$3.68K 0.19% 64
2021
Q4 		$501K Buy
3,334
+71
+2% +$10.4K 0.1% 56
2021
Q3 		$455K Buy
3,263
+42
+1% +$5.97K 0.18% 56
2021
Q2 		$452K Sell
3,221
-254
-7% -$35.9K 0.17% 57
2021
Q1 		$468K Buy
3,475
+64
+2% +$8.19K 0.2% 53
2020
Q4 		$405K Sell
3,411
-250
-7% -$28K 0.19% 55
2020
Q3 		$371K Sell
3,661
-133
-4% -$13.5K 0.2% 53
2020
Q2 		$363K Sell
3,794
-186
-5% -$17.1K 0.2% 59
2020
Q1 		$323K Buy
3,980
+483
+14% +$52K 0.22% 53
2019
Q4 		$416K Buy
3,497
+332
+10% +$38.3K 0.24% 46
2019
Q3 		$357K Buy
+3,165
New +$352K 0.23% 51

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ford Financial Group's VOE Position: Q3 2022 in Review

Ford Financial Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2022, closing a stake of 3,321 shares — an estimated $430K sold.

Ford Financial Group first reported a position in VOE in Q3 2019 and held it in 12 quarters. The position peaked at $501K in Q4 2021. 826 funds tracked by Wall St. Rank hold VOE as of Q3 2022.

  • Ford Financial Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Ford Financial Group sold 3,321 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $430K.
  • Ford Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and held it in 12 quarters.
  • Ford Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $501K in Q4 2021.
  • 826 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.