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360 Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

360 Financial’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
2020
Q2 		– Sell
-10,246
Closed -$833K – 69
2020
Q1 		$833K Sell
10,246
-102
-1% -$11K 0.87% 17
2019
Q4 		$1.25M Buy
+10,348
New +$1.19M 0.92% 17

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

360 Financial's VOE Position: Q2 2020 in Review

360 Financial sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 10,246 shares — an estimated $833K sold.

360 Financial first reported a position in VOE in Q4 2019 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 565 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

  • 360 Financial reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • 360 Financial sold 10,246 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $833K.
  • 360 Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • 360 Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.25M in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on 360 Financial's 13F filing for Q2 2020, filed 15 Jul 2020.