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B. Riley Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

B. Riley 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
2018
Q1 		– Sell
-2,540
Closed -$283K – 336
2017
Q4 		$283K Buy
2,540
+7
+0.3% +$758 0.07% 232
2017
Q3 		$268K Buy
+2,533
New +$263K 0.07% 230

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Financial's VOE Position: Q1 2018 in Review

B. Riley Financial sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 2,540 shares — an estimated $283K sold.

B. Riley Financial first reported a position in VOE in Q3 2017 and held it in 2 quarters. The position peaked at $283K in Q4 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • B. Riley Financial reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • B. Riley Financial sold 2,540 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $283K.
  • B. Riley Financial first reported a position in Vanguard Mid-Cap Value ETF in Q3 2017 and held it in 2 quarters.
  • B. Riley Financial's Vanguard Mid-Cap Value ETF position peaked at $283K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on B. Riley Financial's 13F filing for Q1 2018, filed 4 May 2018.