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Kavar Capital Partners Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Kavar Capital Partners Group’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
2016
Q1 		– Sell
-176
Closed -$15K – 387
2015
Q4 		$15K Hold
176
– – 0.01% 241
2015
Q3 		$14K Hold
176
– – 0.01% 255
2015
Q2 		$15K Buy
+176
New +$16.3K 0.01% 275

Other funds holding VOE

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Kavar Capital Partners Group's VOE Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2016, closing a stake of 176 shares — an estimated $15K sold.

Kavar Capital Partners Group first reported a position in VOE in Q2 2015 and held it in 3 quarters. The position peaked at $15K in Q4 2015. 256 funds tracked by Wall St. Rank hold VOE as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 176 Vanguard Mid-Cap Value ETF shares in Q1 2016, an estimated $15K.
  • Kavar Capital Partners Group first reported a position in Vanguard Mid-Cap Value ETF in Q2 2015 and held it in 3 quarters.
  • Kavar Capital Partners Group's Vanguard Mid-Cap Value ETF position peaked at $15K in Q4 2015.
  • 256 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.