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Gilbert & Cook’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Gilbert & Cook’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
Q2 		– Sell
-15,332
Closed -$1.56M – 146
2017
Q1 		$1.56M Sell
15,332
-558
-4% -$56.2K 0.64% 26
2016
Q4 		$1.54M Buy
+15,890
New +$1.51M 0.68% 25

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
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

Gilbert & Cook's VOE Position: Q2 2017 in Review

Gilbert & Cook sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2017, closing a stake of 15,332 shares — an estimated $1.56M sold.

Gilbert & Cook first reported a position in VOE in Q4 2016 and held it in 2 quarters. The position peaked at $1.56M in Q1 2017. 349 funds tracked by Wall St. Rank hold VOE as of Q2 2017.

  • Gilbert & Cook reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Gilbert & Cook sold 15,332 Vanguard Mid-Cap Value ETF shares in Q2 2017, an estimated $1.56M.
  • Gilbert & Cook first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and held it in 2 quarters.
  • Gilbert & Cook's Vanguard Mid-Cap Value ETF position peaked at $1.56M in Q1 2017.
  • 349 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2017.

Based on Gilbert & Cook's 13F filing for Q2 2017, filed 20 Jul 2017.