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Ford Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Ford Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$266K Sell
1,303
-47,532
-97% -$9.51M 11.27% 7
2022
Q4 		$9.34M Sell
48,835
-6
-0% -$1.16K 3.69% 6
2022
Q3 		$8.77M Sell
48,841
-70,101
-59% -$14M 3.65% 7
2022
Q2 		$22.4M Buy
118,942
+4,483
+4% +$921K 9.13% 3
2022
Q1 		$26.1M Buy
114,459
+2,983
+3% +$671K 9.99% 3
2021
Q4 		$26.9K Buy
111,476
+4,951
+5% +$1.17M 5.34% 4
2021
Q3 		$23.7M Sell
106,525
-10,722
-9% -$2.45M 9.11% 3
2021
Q2 		$26.1M Sell
117,247
-248
-0.2% -$53.8K 9.74% 3
2021
Q1 		$24.3M Sell
117,495
-11,914
-9% -$2.41M 10.44% 3
2020
Q4 		$25.2M Sell
129,409
-22,553
-15% -$4.12M 11.89% 2
2020
Q3 		$25.9M Sell
151,962
-5,803
-4% -$976K 14.09% 1
2020
Q2 		$24.7M Buy
157,765
+913
+0.6% +$135K 13.73% 3
2020
Q1 		$20.2M Sell
156,852
-510
-0.3% -$78.9K 13.5% 3
2019
Q4 		$25.7M Sell
157,362
-2,083
-1% -$326K 14.83% 2
2019
Q3 		$24.1M Buy
159,445
+4,201
+3% +$633K 15.36% 2
2019
Q2 		$23.3M Sell
155,244
-7,241
-4% -$1.07M 15.8% 1
2019
Q1 		$23.5M Sell
162,485
-42,787
-21% -$5.97M 16.86% 1
2018
Q4 		$26.2M Sell
205,272
-1,487
-0.7% -$205K 19.76% 1
2018
Q3 		$30.9M Sell
206,759
-19,718
-9% -$2.9M 22.58% 2
2018
Q2 		$31.8M Buy
226,477
+773
+0.3% +$108K 23.18% 2
2018
Q1 		$30.6M Sell
225,704
-3,858
-2% -$541K 23.93% 1
2017
Q4 		$32.3M Buy
+229,562
New +$30.7M 24.31% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ford Financial Group's VTI Position: Q1 2023 in Review

Ford Financial Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 97% in Q1 2023, selling an estimated $9.51M and leaving 1,303 shares worth $266K. The position accounts for 11.27% of the portfolio, ranked #7.

Ford Financial Group first reported a position in VTI in Q4 2017 and has held it in 22 quarters since. The position peaked at $32.3M in Q4 2017. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Ford Financial Group held 1,303 shares of Vanguard Total Stock Market ETF worth $266K as of Q1 2023.
  • Ford Financial Group sold 47,532 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $9.51M.
  • Vanguard Total Stock Market ETF made up 11.27% of Ford Financial Group's portfolio in Q1 2023, its #7 holding.
  • Ford Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 22 quarters since.
  • Ford Financial Group's Vanguard Total Stock Market ETF position peaked at $32.3M in Q4 2017.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.