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Clarius Group LLC’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Clarius Group LLC’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
Q1 		– Sell
-3,319
Closed -$316K – 213
2018
Q4 		$316K Hold
3,319
– – 0.11% 86
2018
Q3 		$375K Hold
3,319
– – 0.13% 71
2018
Q2 		$367K Buy
3,319
+233
+8% +$25.8K 0.15% 58
2018
Q1 		$338K Buy
3,086
+88
+3% +$9.9K 0.15% 49
2017
Q4 		$334K Buy
2,998
+188
+7% +$20.3K 0.15% 50
2017
Q3 		$297K Buy
2,810
+194
+7% +$20.2K 0.13% 54
2017
Q2 		$269K Buy
2,616
+196
+8% +$20K 0.11% 74
2017
Q1 		$247K Buy
2,420
+122
+5% +$12.3K 0.1% 79
2016
Q4 		$223K Buy
+2,298
New +$218K 0.09% 85

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarius Group LLC's VOE Position: Q1 2019 in Review

Clarius Group LLC sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2019, closing a stake of 3,319 shares — an estimated $316K sold.

Clarius Group LLC first reported a position in VOE in Q4 2016 and held it in 9 quarters. The position peaked at $375K in Q3 2018. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

  • Clarius Group LLC reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Clarius Group LLC sold 3,319 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $316K.
  • Clarius Group LLC first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and held it in 9 quarters.
  • Clarius Group LLC's Vanguard Mid-Cap Value ETF position peaked at $375K in Q3 2018.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on Clarius Group LLC's 13F filing for Q1 2019, filed 14 May 2019.