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Cutter & Co Brokerage’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Cutter & Co Brokerage’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
2018
Q1 		– Sell
-8,085
Closed -$902K – 277
2017
Q4 		$902K Buy
8,085
+1,188
+17% +$129K 0.37% 67
2017
Q3 		$729K Buy
+6,897
New +$717K 0.29% 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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cutter & Co Brokerage's VOE Position: Q1 2018 in Review

Cutter & Co Brokerage sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 8,085 shares — an estimated $902K sold.

Cutter & Co Brokerage first reported a position in VOE in Q3 2017 and held it in 2 quarters. The position peaked at $902K in Q4 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • Cutter & Co Brokerage reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 8,085 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $902K.
  • Cutter & Co Brokerage first reported a position in Vanguard Mid-Cap Value ETF in Q3 2017 and held it in 2 quarters.
  • Cutter & Co Brokerage's Vanguard Mid-Cap Value ETF position peaked at $902K in Q4 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on Cutter & Co Brokerage's 13F filing for Q1 2018, filed 11 May 2018.