Merriman Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Merriman Wealth 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
2020 Q1	–	Sell	-10,466	Closed	-$1.25M	–	207
2019 Q4	$1.25M	Buy	+10,466	New	+$1.21M	0.24%	77
2015 Q4	–	Sell	-14,606	Closed	-$1.22M	–	55
2015 Q3	$1.22M	Buy	+14,606	New	+$1.3M	0.68%	20

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 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 $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Merriman Wealth Management's VOE Position: Q1 2020 in Review

Merriman Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 10,466 shares — an estimated $1.25M sold.

Merriman Wealth Management first reported a position in VOE in Q3 2015 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

Merriman Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 10,466 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $1.25M.
Merriman Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2015 and held it in 2 quarters.
Merriman Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $1.25M in Q4 2019.
543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.