HL Financial Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

HL Financial Services’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
2019 Q1	$1.41M	Sell	13,035 -274	-2%	-$28.8K	0.02%	337
2018 Q4	$1.27M	Buy	13,309 +6,246	+88%	+$656K	0.02%	328
2018 Q3	$799K	Buy	7,063 +347	+5%	+$39.4K	0.01%	421
2018 Q2	$742K	Buy	6,716 +1,681	+33%	+$186K	0.01%	426
2018 Q1	$551K	Buy	+5,035	New	+$566K	0.01%	483
2017 Q4	–	Sell	-5,284	Closed	-$558K	–	706
2017 Q3	$558K	Buy	5,284 +749	+17%	+$77.8K	0.01%	465
2017 Q2	$466K	Buy	4,535 +412	+10%	+$42.1K	0.01%	483
2017 Q1	$420K	Buy	4,123 +1,141	+38%	+$115K	0.01%	492
2016 Q4	$290K	Buy	+2,982	New	+$283K	0.01%	561
2014 Q1	–	Sell	-3,318	Closed	-$265K	–	681
2013 Q4	$265K	Sell	3,318 -502	-13%	-$38.7K	0.01%	544
2013 Q3	$280K	Sell	3,820 -885	-19%	-$63.9K	0.01%	482
2013 Q2	$323K	Buy	+4,705	New	+$323K	0.01%	417

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HL Financial Services's VOE Position: Q1 2019 in Review

HL Financial Services reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.1% in Q1 2019, selling an estimated $28.8K and leaving 13,035 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #337.

HL Financial Services first reported a position in VOE in Q2 2013 and has held it in 12 quarters since. 506 funds tracked by Wall St. Rank hold VOE as of Q1 2019.

HL Financial Services held 13,035 shares of Vanguard Mid-Cap Value ETF worth $1.41M as of Q1 2019.
HL Financial Services sold 274 Vanguard Mid-Cap Value ETF shares in Q1 2019, an estimated $28.8K.
Vanguard Mid-Cap Value ETF made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #337 holding.
HL Financial Services first reported a position in Vanguard Mid-Cap Value ETF in Q2 2013 and has held it in 12 quarters since.
506 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.