FFG
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Ford Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Ford Financial Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22
Closed -$3K – 501
2021
Q4 		$3K Buy
+22
New +$3.25K ﹤0.01% 421
2021
Q3 		– Sell
-22
Closed -$3K – 542
2021
Q2 		$3K Buy
+22
New +$3.15K ﹤0.01% 455

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ford Financial Group sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 22 shares — an estimated $3K sold.

Ford Financial Group first reported a position in VPU in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 454 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Ford Financial Group reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 22 Vanguard Utilities ETF shares in Q1 2022, an estimated $3K.
  • Ford Financial Group first reported a position in Vanguard Utilities ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's Vanguard Utilities ETF position peaked at $3K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

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