Chevy Chase Trust
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Chevy Chase Trust’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-698
Closed -$83K – 1030
2019
Q4 		$83K Buy
+698
New +$80.4K ﹤0.01% 746
2019
Q1 		– Sell
-1,116
Closed -$106K – 725
2018
Q4 		$106K Buy
+1,116
New +$117K ﹤0.01% 672

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Chevy Chase Trust's VOE Position: Q1 2020 in Review

Chevy Chase Trust sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 698 shares — an estimated $83K sold.

Chevy Chase Trust first reported a position in VOE in Q4 2018 and held it in 2 quarters. The position peaked at $106K in Q4 2018. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • Chevy Chase Trust reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 698 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $83K.
  • Chevy Chase Trust first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Chevy Chase Trust's Vanguard Mid-Cap Value ETF position peaked at $106K in Q4 2018.
  • 543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.