Hefty Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$1.4M	Sell	12,770 -56	-0.4%	-$6.3K	0.9%	33
2017 Q4	$1.43M	Sell	12,826 -355	-3%	-$38.4K	0.89%	37
2017 Q3	$1.39M	Sell	13,181 -4	-0%	-$416	0.92%	36
2017 Q2	$1.36M	Sell	13,185 -519	-4%	-$53.1K	0.93%	36
2017 Q1	$1.4M	Sell	13,704 -505	-4%	-$50.9K	1.02%	34
2016 Q4	$1.38M	Sell	14,209 -598	-4%	-$56.7K	1.16%	28
2016 Q3	$1.39M	Sell	14,807 -1,768	-11%	-$164K	1.05%	30
2016 Q2	$1.48M	Sell	16,575 -3,381	-17%	-$297K	1.22%	29
2016 Q1	$1.74M	Sell	19,956 -3,454	-15%	-$282K	1.63%	14
2015 Q4	$2.01M	Buy	+23,410	New	+$2.05M	1.92%	11

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hefty Wealth Partners's VOE Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.44% in Q1 2018, selling an estimated $6.3K and leaving 12,770 shares worth $1.4M. The position accounts for 0.9% of the portfolio, ranked #33.

Hefty Wealth Partners first reported a position in VOE in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.01M in Q4 2015. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

Hefty Wealth Partners held 12,770 shares of Vanguard Mid-Cap Value ETF worth $1.4M as of Q1 2018.
Hefty Wealth Partners sold 56 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $6.3K.
Vanguard Mid-Cap Value ETF made up 0.9% of Hefty Wealth Partners's portfolio in Q1 2018, its #33 holding.
Hefty Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $2.01M in Q4 2015.
424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.