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Intellectus Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-325
Closed -$35K – 399
2019
Q1 		$35K Buy
+325
New +$34.1K 0.02% 276
2018
Q4 		– Sell
-325
Closed -$37K – 511
2018
Q3 		$37K Hold
325
– – 0.01% 373
2018
Q2 		$36K Buy
+325
New +$36K 0.01% 371

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
TD Ameritrade Investment Management
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA FSB
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Intellectus Partners's VOE Position: Q2 2019 in Review

Intellectus Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2019, closing a stake of 325 shares — an estimated $35K sold.

Intellectus Partners first reported a position in VOE in Q2 2018 and held it in 3 quarters. The position peaked at $37K in Q3 2018. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

  • Intellectus Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 325 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2019, an estimated $35K.
  • Intellectus Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and held it in 3 quarters.
  • Intellectus Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $37K in Q3 2018.
  • 504 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.