TFO
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Tarbox Family Office’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tarbox Family Office’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
2014
Q1 		– Sell
-342
Closed -$27K – 571
2013
Q4 		$27K Buy
+342
New +$26.4K 0.02% 179

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TAIM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Tarbox Family Office's VOE Position: Q1 2014 in Review

Tarbox Family Office sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2014, closing a stake of 342 shares — an estimated $27K sold.

Tarbox Family Office first reported a position in VOE in Q4 2013 and held it in 1 quarter. The position peaked at $27K in Q4 2013. 157 funds tracked by Wall St. Rank hold VOE as of Q1 2014.

  • Tarbox Family Office reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2014 after selling out during the quarter.
  • Tarbox Family Office sold 342 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2014, an estimated $27K.
  • Tarbox Family Office first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2013 and held it in 1 quarter.
  • Tarbox Family Office's Vanguard Morningstar Mid-Cap Value ETF position peaked at $27K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2014.

Based on Tarbox Family Office's 13F filing for Q1 2014, filed 1 May 2014.