Ford Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-83,312	Closed	-$4.27M	–	138
2022 Q1	$4.27M	Sell	83,312 -822	-1%	-$42.2K	1.63%	15
2021 Q4	$4.32K	Buy	84,134 +4,696	+6%	+$244K	0.86%	22
2021 Q3	$4.18M	Buy	79,438 +3,818	+5%	+$200K	1.61%	20
2021 Q2	$3.96M	Buy	+75,620	New	+$3.94M	1.48%	20
2018 Q1	–	Sell	-2,000	Closed	-$97K	–	372
2017 Q4	$97K	Buy	+2,000	New	+$98.9K	0.07%	70

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Ford Financial Group's VTIP Position: Q2 2022 in Review

Ford Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2022, closing a stake of 83,312 shares — an estimated $4.27M sold.

Ford Financial Group first reported a position in VTIP in Q4 2017 and held it in 5 quarters. The position peaked at $4.27M in Q1 2022. 807 funds tracked by Wall St. Rank hold VTIP as of Q2 2022.

Ford Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2022 after selling out during the quarter.
Ford Financial Group sold 83,312 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2022, an estimated $4.27M.
Ford Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2017 and held it in 5 quarters.
Ford Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $4.27M in Q1 2022.
807 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.