Bigelow Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bigelow Investment Advisors’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	-2,776	Closed	-$226K	–	142
2020 Q1	$226K	Sell	2,776 -220	-7%	-$23.7K	0.17%	125
2019 Q4	$357K	Sell	2,996 -25	-0.8%	-$2.88K	0.21%	118
2019 Q3	$341K	Hold	3,021	–	–	0.22%	113
2019 Q2	$336K	Sell	3,021 -250	-8%	-$27.4K	0.23%	116
2019 Q1	$353K	Hold	3,271	–	–	0.24%	112
2018 Q4	$312K	Hold	3,271	–	–	0.23%	119
2018 Q3	$370K	Sell	3,271 -300	-8%	-$34.1K	0.25%	115
2018 Q2	$394K	Buy	3,571 +100	+3%	+$11.1K	0.27%	106
2018 Q1	$380K	Buy	+3,471	New	+$390K	0.26%	111

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bigelow Investment Advisors's VOE Position: Q2 2020 in Review

Bigelow Investment Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 2,776 shares — an estimated $226K sold.

Bigelow Investment Advisors first reported a position in VOE in Q1 2018 and held it in 9 quarters. The position peaked at $394K in Q2 2018. 565 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

Bigelow Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 2,776 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $226K.
Bigelow Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and held it in 9 quarters.
Bigelow Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $394K in Q2 2018.
565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Bigelow Investment Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.