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

CXI 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
2019 Q4	$24K	Buy	+202	New	+$23.3K	0.05%	46

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CXI Advisors's VOE Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2019: 202 shares worth $24K. The stake represents 0.05% of the portfolio and ranks #46 among its holdings.

612 funds tracked by Wall St. Rank hold VOE as of Q4 2019.

CXI Advisors held 202 shares of Vanguard Morningstar Mid-Cap Value ETF worth $24K as of Q4 2019.
Vanguard Morningstar Mid-Cap Value ETF was a new CXI Advisors position in Q4 2019.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of CXI Advisors's portfolio in Q4 2019, its #46 holding.
612 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.