MIFH
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Migdal Insurance & Financial Holdings’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,290
Closed -$179K – 779
2017
Q4 		$179K Sell
3,290
-17,628
-84% -$933K ﹤0.01% 324
2017
Q3 		$126K Buy
20,918
+18,512
+769% +$944K ﹤0.01% 345
2017
Q2 		$122K Buy
+2,406
New +$121K ﹤0.01% 332

Other funds holding VONV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VONV Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2018, closing a stake of 3,290 shares — an estimated $179K sold.

Migdal Insurance & Financial Holdings first reported a position in VONV in Q2 2017 and held it in 3 quarters. The position peaked at $179K in Q4 2017. 85 funds tracked by Wall St. Rank hold VONV as of Q1 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,290 Vanguard Russell 1000 Value ETF shares in Q1 2018, an estimated $179K.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Russell 1000 Value ETF in Q2 2017 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Vanguard Russell 1000 Value ETF position peaked at $179K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.