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NewFocus Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

NewFocus Financial 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
2017
Q3 		– Sell
-55,516
Closed -$5.71M – 71
2017
Q2 		$5.71M Buy
+55,516
New +$5.68M 3.23% 9

Other funds holding VOE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewFocus Financial Group's VOE Position: Q3 2017 in Review

NewFocus Financial Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2017, closing a stake of 55,516 shares — an estimated $5.71M sold.

NewFocus Financial Group first reported a position in VOE in Q2 2017 and held it in 1 quarter. The position peaked at $5.71M in Q2 2017. 355 funds tracked by Wall St. Rank hold VOE as of Q3 2017.

  • NewFocus Financial Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • NewFocus Financial Group sold 55,516 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2017, an estimated $5.71M.
  • NewFocus Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 1 quarter.
  • NewFocus Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.71M in Q2 2017.
  • 355 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2017.

Based on NewFocus Financial Group's 13F filing for Q3 2017, filed 30 Oct 2017.