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1919 Investment Counsel’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

1919 Investment Counsel’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
2013
Q4 		– Sell
-677
Closed -$50K – 1026
2013
Q3 		$50K Hold
677
– – ﹤0.01% 679
2013
Q2 		$47K Buy
+677
New +$46.4K ﹤0.01% 677

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

1919 Investment Counsel's VOE Position: Q4 2013 in Review

1919 Investment Counsel sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2013, closing a stake of 677 shares — an estimated $50K sold.

1919 Investment Counsel first reported a position in VOE in Q2 2013 and held it in 2 quarters. The position peaked at $50K in Q3 2013. 142 funds tracked by Wall St. Rank hold VOE as of Q4 2013.

  • 1919 Investment Counsel reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2013 after selling out during the quarter.
  • 1919 Investment Counsel sold 677 Vanguard Mid-Cap Value ETF shares in Q4 2013, an estimated $50K.
  • 1919 Investment Counsel first reported a position in Vanguard Mid-Cap Value ETF in Q2 2013 and held it in 2 quarters.
  • 1919 Investment Counsel's Vanguard Mid-Cap Value ETF position peaked at $50K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2013.

Based on 1919 Investment Counsel's 13F filing for Q4 2013, filed 14 Feb 2014.