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Vigilant Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Vigilant Capital 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
-1,355
Closed -$162K – 451
2019
Q4 		$162K Buy
1,355
+355
+36% +$40.9K 0.02% 158
2019
Q3 		$113K Hold
1,000
– – 0.01% 178
2019
Q2 		$111K Sell
1,000
-3,849
-79% -$421K 0.01% 168
2019
Q1 		$523K Buy
+4,849
New +$509K 0.07% 78

Other funds holding VOE

Betterment LLC
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Vigilant Capital Management's VOE Position: Q1 2020 in Review

Vigilant Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2020, closing a stake of 1,355 shares — an estimated $162K sold.

Vigilant Capital Management first reported a position in VOE in Q1 2019 and held it in 4 quarters. The position peaked at $523K in Q1 2019. 543 funds tracked by Wall St. Rank hold VOE as of Q1 2020.

  • Vigilant Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Vigilant Capital Management sold 1,355 Vanguard Mid-Cap Value ETF shares in Q1 2020, an estimated $162K.
  • Vigilant Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and held it in 4 quarters.
  • Vigilant Capital Management's Vanguard Mid-Cap Value ETF position peaked at $523K in Q1 2019.
  • 543 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2020.

Based on Vigilant Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.