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Cleary Gull’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Cleary Gull’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
2015
Q1 		$23.2M Buy
+252,398
New +$22.8M 21.89% 3

Other funds holding VOE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Cleary Gull's VOE Position: Q1 2015 in Review

Cleary Gull opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2015: 252,398 shares worth $23.2M. The stake represents 21.89% of the portfolio and ranks #3 among its holdings.

214 funds tracked by Wall St. Rank hold VOE as of Q1 2015.

  • Cleary Gull held 252,398 shares of Vanguard Mid-Cap Value ETF worth $23.2M as of Q1 2015.
  • Vanguard Mid-Cap Value ETF was a new Cleary Gull position in Q1 2015.
  • Vanguard Mid-Cap Value ETF made up 21.89% of Cleary Gull's portfolio in Q1 2015, its #3 holding.
  • 214 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.