FFW
VOE icon

Fusion Family Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Fusion Family Wealth’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
2017
Q3 		– Sell
-206
Closed -$21K – 297
2017
Q2 		$21K Hold
206
– – 0.01% 172
2017
Q1 		$21K Buy
+206
New +$20.8K 0.01% 163

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Fusion Family Wealth's VOE Position: Q3 2017 in Review

Fusion Family Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q3 2017, closing a stake of 206 shares — an estimated $21K sold.

Fusion Family Wealth first reported a position in VOE in Q1 2017 and held it in 2 quarters. The position peaked at $21K in Q2 2017. 354 funds tracked by Wall St. Rank hold VOE as of Q3 2017.

  • Fusion Family Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 206 Vanguard Mid-Cap Value ETF shares in Q3 2017, an estimated $21K.
  • Fusion Family Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q1 2017 and held it in 2 quarters.
  • Fusion Family Wealth's Vanguard Mid-Cap Value ETF position peaked at $21K in Q2 2017.
  • 354 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.