Ford Financial Group’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,273	Closed	-$1.13M	–	64
2018 Q3	$1.13M	Sell	9,273 -22,570	-71%	-$2.76M	0.82%	16
2018 Q2	$3.77M	Buy	31,843 +421	+1%	+$48.8K	2.75%	9
2018 Q1	$3.5M	Buy	31,422 +1,199	+4%	+$136K	2.74%	10
2017 Q4	$3.44M	Buy	+30,223	New	+$3.31M	2.59%	9

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ford Financial Group's VXF Position: Q4 2018 in Review

Ford Financial Group sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 9,273 shares — an estimated $1.13M sold.

Ford Financial Group first reported a position in VXF in Q4 2017 and held it in 4 quarters. The position peaked at $3.77M in Q2 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

Ford Financial Group reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
Ford Financial Group sold 9,273 Vanguard Extended Market ETF shares in Q4 2018, an estimated $1.13M.
Ford Financial Group first reported a position in Vanguard Extended Market ETF in Q4 2017 and held it in 4 quarters.
Ford Financial Group's Vanguard Extended Market ETF position peaked at $3.77M in Q2 2018.
346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Ford Financial Group's 13F filing for Q4 2018, filed 31 Jan 2019.