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Bellwether Investment Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-375
Closed -$36K – 950
2016
Q4 		$36K Buy
+375
New +$35.6K 0.03% 334
2016
Q2 		$33K Buy
+375
New +$33K 0.04% 294

Other funds holding VOE

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bellwether Investment Group's VOE Position: Q1 2017 in Review

Bellwether Investment Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2017, closing a stake of 375 shares — an estimated $36K sold.

Bellwether Investment Group first reported a position in VOE in Q2 2016 and held it in 2 quarters. The position peaked at $36K in Q4 2016. 338 funds tracked by Wall St. Rank hold VOE as of Q1 2017.

  • Bellwether Investment Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 375 Vanguard Mid-Cap Value ETF shares in Q1 2017, an estimated $36K.
  • Bellwether Investment Group first reported a position in Vanguard Mid-Cap Value ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Vanguard Mid-Cap Value ETF position peaked at $36K in Q4 2016.
  • 338 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.