EFSCE
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Enterprise Financial Services Corp (EFSC)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-345
Closed -$48K – 1191
2021
Q2 		$48K Buy
345
+71
+26% +$10K 0.01% 397
2021
Q1 		$37K Hold
274
– – 0.01% 471
2020
Q4 		$32K Hold
274
– – 0.01% 474
2020
Q3 		$27K Hold
274
– – 0.01% 495
2020
Q2 		$26K Hold
274
– – 0.01% 498
2020
Q1 		$22K Sell
274
-107
-28% -$11.5K 0.01% 490
2019
Q4 		$45K Hold
381
– – 0.01% 435
2019
Q3 		$43K Hold
381
– – 0.01% 427
2019
Q2 		$42K Sell
381
-9
-2% -$986 0.01% 442
2019
Q1 		$42K Buy
390
+64
+20% +$6.72K 0.01% 441
2018
Q4 		$31K Sell
326
-2,320
-88% -$244K 0.02% 310
2018
Q3 		$299K Sell
2,646
-503
-16% -$57.2K 0.16% 109
2018
Q2 		$348K Hold
3,149
– – 0.18% 101
2018
Q1 		$345K Sell
3,149
-4
-0.1% -$450 0.18% 104
2017
Q4 		$352K Buy
3,153
+175
+6% +$18.9K 0.17% 107
2017
Q3 		$315K Hold
2,978
– – 0.16% 111
2017
Q2 		$306K Buy
2,978
+833
+39% +$85.2K 0.15% 111
2017
Q1 		$219K Sell
2,145
-19
-0.9% -$1.92K 0.11% 135
2016
Q4 		$210K Sell
2,164
-140
-6% -$13.3K 0.11% 136
2016
Q3 		$216K Hold
2,304
– – 0.12% 125
2016
Q2 		$205K Hold
2,304
– – 0.12% 123
2016
Q1 		$201K Buy
2,304
+453
+24% +$36.9K 0.12% 121
2015
Q4 		$159K Buy
1,851
+52
+3% +$4.55K 0.09% 138
2015
Q3 		$150K Hold
1,799
– – 0.1% 137
2015
Q2 		$163K Buy
1,799
+250
+16% +$23.1K 0.1% 130
2015
Q1 		$142K Hold
1,549
– – 0.08% 144
2014
Q4 		$139K Hold
1,549
– – 0.08% 148
2014
Q3 		$132K Hold
1,549
– – 0.08% 147
2014
Q2 		$135K Hold
1,549
– – 0.08% 148
2014
Q1 		$128K Hold
1,549
– – 0.08% 150
2013
Q4 		$124K Hold
1,549
– – 0.07% 149
2013
Q3 		$113K Hold
1,549
– – 0.07% 153
2013
Q2 		$106K Buy
+1,549
New +$106K 0.07% 150

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s VOE Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2021, closing a stake of 345 shares — an estimated $48K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VOE in Q2 2013 and held it in 33 quarters. The position peaked at $352K in Q4 2017. 711 funds tracked by Wall St. Rank hold VOE as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 345 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2021, an estimated $48K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $352K in Q4 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.