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Fund Evaluation Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Fund Evaluation Group’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
2020
Q2 		– Sell
-2,758
Closed -$224K – 40
2020
Q1 		$224K Hold
2,758
– – 0.04% 38
2019
Q4 		$329K Buy
+2,758
New +$318K 0.05% 33

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fund Evaluation Group's VOE Position: Q2 2020 in Review

Fund Evaluation Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2020, closing a stake of 2,758 shares — an estimated $224K sold.

Fund Evaluation Group first reported a position in VOE in Q4 2019 and held it in 2 quarters. The position peaked at $329K in Q4 2019. 565 funds tracked by Wall St. Rank hold VOE as of Q2 2020.

  • Fund Evaluation Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Fund Evaluation Group sold 2,758 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $224K.
  • Fund Evaluation Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Fund Evaluation Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $329K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Fund Evaluation Group's 13F filing for Q2 2020, filed 12 Aug 2020.