Little House Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Little House Capital’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
2020 Q1	–	Sell	-11,032	Closed	-$1.31M	–	108
2019 Q4	$1.31M	Sell	11,032 -4,624	-30%	-$533K	1.13%	37
2019 Q3	$1.77M	Sell	15,656 -200	-1%	-$22.2K	1.34%	21
2019 Q2	$1.74M	Sell	15,856 -123	-0.8%	-$13.5K	1.16%	26
2019 Q1	$1.73M	Buy	15,979 +3,381	+27%	+$355K	1.3%	23
2018 Q4	$1.2M	Buy	+12,598	New	+$1.32M	1.16%	33

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Little House Capital's VOE Position: Q1 2020 in Review

Little House Capital sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 11,032 shares — an estimated $1.31M sold.

Little House Capital first reported a position in VOE in Q4 2018 and held it in 5 quarters. The position peaked at $1.77M in Q3 2019. 542 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

Little House Capital reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Little House Capital sold 11,032 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2020, an estimated $1.31M.
Little House Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 5 quarters.
Little House Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.77M in Q3 2019.
542 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on Little House Capital's 13F filing for Q1 2020, filed 15 May 2020.