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IFC Holdings’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

IFC Holdings’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 		– Sell
-7,945
Closed -$886K – 416
2017
Q4 		$886K Sell
7,945
-3,702
-32% -$401K 0.06% 217
2017
Q3 		$1.23M Sell
11,647
-1,482
-11% -$154K 0.09% 164
2017
Q2 		$1.35M Buy
13,129
+2,740
+26% +$280K 0.1% 145
2017
Q1 		$1.06M Buy
10,389
+2,667
+35% +$269K 0.09% 147
2016
Q4 		$752K Sell
7,722
-112
-1% -$10.6K 0.07% 182
2016
Q3 		$734K Buy
7,834
+522
+7% +$48.3K 0.08% 180
2016
Q2 		$651K Buy
7,312
+224
+3% +$19.7K 0.07% 179
2016
Q1 		$623K Buy
7,088
+226
+3% +$18.4K 0.08% 172
2015
Q4 		$592K Buy
6,862
+2,374
+53% +$208K 0.08% 184
2015
Q3 		$379K Sell
4,488
-2,213
-33% -$196K 0.06% 225
2015
Q2 		$618K Sell
6,701
-47
-0.7% -$4.35K 0.09% 179
2015
Q1 		$614K Buy
6,748
+1,060
+19% +$95.7K 0.09% 179
2014
Q4 		$514K Buy
5,688
+503
+10% +$44K 0.08% 195
2014
Q3 		$437K Buy
5,185
+688
+15% +$59.5K 0.08% 198
2014
Q2 		$390K Buy
4,497
+302
+7% +$25.3K 0.07% 214
2014
Q1 		$341K Sell
4,195
-194
-4% -$15.6K 0.07% 214
2013
Q4 		$348K Buy
4,389
+103
+2% +$7.95K 0.07% 228
2013
Q3 		$316K Sell
4,286
-37
-0.9% -$2.67K 0.07% 249
2013
Q2 		$297K Buy
+4,323
New +$297K 0.07% 251

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFC Holdings's VOE Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 7,945 shares — an estimated $886K sold.

IFC Holdings first reported a position in VOE in Q2 2013 and held it in 19 quarters. The position peaked at $1.35M in Q2 2017. 425 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 7,945 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2018, an estimated $886K.
  • IFC Holdings first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.35M in Q2 2017.
  • 425 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.