Ogorek Anthony Joseph’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ogorek Anthony Joseph’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	-8	Closed	–	–	226
2019 Q4	$0	Buy	+8	New	+$922	﹤0.01%	218
2017 Q3	–	Sell	-14	Closed	-$1K	–	69
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	59
2017 Q1	$1K	Buy	+14	New	+$1.41K	﹤0.01%	58
2016 Q1	–	Sell	-135,380	Closed	-$11.6M	–	74
2015 Q4	$11.6M	Buy	135,380 +12,647	+10%	+$1.11M	9.71%	5
2015 Q3	$10.2M	Sell	122,733 -565	-0.5%	-$50.1K	8.35%	6
2015 Q2	$11.2M	Sell	123,298 -135,400	-52%	-$12.5M	8.57%	6
2015 Q1	$23.8M	Buy	258,698 +29,272	+13%	+$2.64M	16.34%	3
2014 Q4	$20.5M	Buy	+229,426	New	+$20.1M	15.38%	2

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

Ogorek Anthony Joseph's VOE Position: Q1 2020 in Review

Ogorek Anthony Joseph sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 8 shares.

Ogorek Anthony Joseph first reported a position in VOE in Q4 2014 and held it in 8 quarters. The position peaked at $23.8M in Q1 2015. 544 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

Ogorek Anthony Joseph reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Ogorek Anthony Joseph sold 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2020.
Ogorek Anthony Joseph first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2014 and held it in 8 quarters.
Ogorek Anthony Joseph's Vanguard Morningstar Mid-Cap Value ETF position peaked at $23.8M in Q1 2015.
544 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2020.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2020, filed 10 Apr 2020.