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

Edge 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
2018
Q2 		$832K Buy
7,537
+823
+12% +$91.1K 0.07% 178
2018
Q1 		$734K Buy
6,714
+155
+2% +$17.4K 0.07% 190
2017
Q4 		$731K Sell
6,559
-91
-1% -$9.85K 0.07% 184
2017
Q3 		$702K Buy
6,650
+431
+7% +$44.8K 0.08% 181
2017
Q2 		$639K Hold
6,219
– – 0.07% 190
2017
Q1 		$633K Hold
6,219
– – 0.08% 200
2016
Q4 		$604K Buy
+6,219
New +$590K 0.08% 195

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
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

Edge Advisors's VOE Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q2 2018, buying an estimated $91.1K and bringing the position to 7,537 shares worth $832K. The position accounts for 0.07% of the portfolio, ranked #178.

Edge Advisors first reported a position in VOE in Q4 2016 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold VOE as of Q2 2018.

  • Edge Advisors held 7,537 shares of Vanguard Mid-Cap Value ETF worth $832K as of Q2 2018.
  • Edge Advisors bought 823 Vanguard Mid-Cap Value ETF shares in Q2 2018, an estimated $91.1K.
  • Vanguard Mid-Cap Value ETF made up 0.07% of Edge Advisors's portfolio in Q2 2018, its #178 holding.
  • Edge Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and has held it in 7 quarters since.
  • 436 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.