Benson Investment Management Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Benson Investment Management Company’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
2019 Q2	–	Sell	-1,042	Closed	-$112K	–	66
2019 Q1	$112K	Hold	1,042	–	–	0.09%	44
2018 Q4	$99K	Hold	1,042	–	–	0.08%	47
2018 Q3	$118K	Hold	1,042	–	–	0.09%	48
2018 Q2	$115K	Hold	1,042	–	–	0.09%	48
2018 Q1	$114K	Buy	+1,042	New	+$117K	0.09%	51
2017 Q4	–	Sell	-1,042	Closed	-$110K	–	93
2017 Q3	$110K	Hold	1,042	–	–	0.09%	60
2017 Q2	$107K	Hold	1,042	–	–	0.1%	60
2017 Q1	$106K	Hold	1,042	–	–	0.1%	57
2016 Q4	$101K	Buy	+1,042	New	+$98.8K	0.1%	58

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Benson Investment Management Company's VOE Position: Q2 2019 in Review

Benson Investment Management Company sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2019, closing a stake of 1,042 shares — an estimated $112K sold.

Benson Investment Management Company first reported a position in VOE in Q4 2016 and held it in 9 quarters. The position peaked at $118K in Q3 2018. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

Benson Investment Management Company reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Benson Investment Management Company sold 1,042 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2019, an estimated $112K.
Benson Investment Management Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and held it in 9 quarters.
Benson Investment Management Company's Vanguard Morningstar Mid-Cap Value ETF position peaked at $118K in Q3 2018.
504 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2019.

Based on Benson Investment Management Company's 13F filing for Q2 2019, filed 11 Jul 2019.