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D.B. Root & Company’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

D.B. Root & Company’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
Q4 		– Sell
-2,030
Closed -$229K – 215
2018
Q3 		$229K Hold
2,030
– – 0.1% 193
2018
Q2 		$224K Buy
+2,030
New +$225K 0.11% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.B. Root & Company's VOE Position: Q4 2018 in Review

D.B. Root & Company sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2018, closing a stake of 2,030 shares — an estimated $229K sold.

D.B. Root & Company first reported a position in VOE in Q2 2018 and held it in 2 quarters. The position peaked at $229K in Q3 2018. 496 funds tracked by Wall St. Rank hold VOE as of Q4 2018.

  • D.B. Root & Company reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • D.B. Root & Company sold 2,030 Vanguard Mid-Cap Value ETF shares in Q4 2018, an estimated $229K.
  • D.B. Root & Company first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and held it in 2 quarters.
  • D.B. Root & Company's Vanguard Mid-Cap Value ETF position peaked at $229K in Q3 2018.
  • 496 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.