LCM
VOE icon

Liberty Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Liberty Capital Management’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
2017
Q4 		– Sell
-629
Closed -$68K – 273
2017
Q3 		$68K Buy
+629
New +$65.4K 0.04% 168

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Capital Management's VOE Position: Q4 2017 in Review

Liberty Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2017, closing a stake of 629 shares — an estimated $68K sold.

Liberty Capital Management first reported a position in VOE in Q3 2017 and held it in 1 quarter. The position peaked at $68K in Q3 2017. 417 funds tracked by Wall St. Rank hold VOE as of Q4 2017.

  • Liberty Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • Liberty Capital Management sold 629 Vanguard Mid-Cap Value ETF shares in Q4 2017, an estimated $68K.
  • Liberty Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2017 and held it in 1 quarter.
  • Liberty Capital Management's Vanguard Mid-Cap Value ETF position peaked at $68K in Q3 2017.
  • 417 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2017.

Based on Liberty Capital Management's 13F filing for Q4 2017, filed 16 Jan 2018.