FIG
VOE icon

FundX Investment Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

FundX Investment 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
2014
Q3 		– Sell
-99,000
Closed -$8.61M – 26
2014
Q2 		$8.61M Sell
99,000
-24,940
-20% -$2.09M 3.31% 10
2014
Q1 		$10.3M Buy
123,940
+6,500
+6% +$521K 4.31% 6
2013
Q4 		$9.37M Buy
117,440
+73,600
+168% +$5.68M 4.16% 7
2013
Q3 		$3.21M Buy
+43,840
New +$3.17M 1.27% 13

Other funds holding VOE

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

FundX Investment Group's VOE Position: Q3 2014 in Review

FundX Investment Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2014, closing a stake of 99,000 shares — an estimated $8.61M sold.

FundX Investment Group first reported a position in VOE in Q3 2013 and held it in 4 quarters. The position peaked at $10.3M in Q1 2014. 178 funds tracked by Wall St. Rank hold VOE as of Q3 2014.

  • FundX Investment Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2014 after selling out during the quarter.
  • FundX Investment Group sold 99,000 Vanguard Mid-Cap Value ETF shares in Q3 2014, an estimated $8.61M.
  • FundX Investment Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2013 and held it in 4 quarters.
  • FundX Investment Group's Vanguard Mid-Cap Value ETF position peaked at $10.3M in Q1 2014.
  • 178 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2014.

Based on FundX Investment Group's 13F filing for Q3 2014, filed 4 Nov 2014.