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Wealthfront’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wealthfront’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
2018
Q1 		– Sell
-1,802
Closed -$201K – 521
2017
Q4 		$201K Sell
1,802
-198
-10% -$21.4K ﹤0.01% 498
2017
Q3 		$211K Sell
2,000
-381
-16% -$39.6K ﹤0.01% 488
2017
Q2 		$245K Buy
+2,381
New +$244K ﹤0.01% 413
2015
Q4 		– Sell
-241
Closed -$20K – 1049
2015
Q3 		$20K Buy
241
+212
+731% +$18.8K ﹤0.01% 757
2015
Q2 		$3K Buy
29
+9
+45% +$833 ﹤0.01% 1153
2015
Q1 		$2K Sell
20
-2
-9% -$181 ﹤0.01% 1033
2014
Q4 		$2K Sell
22
-14
-39% -$1.22K ﹤0.01% 612
2014
Q3 		$3K Buy
+36
New +$3.11K ﹤0.01% 576

Other funds holding VOE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's VOE Position: Q1 2018 in Review

Wealthfront sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 1,802 shares — an estimated $201K sold.

Wealthfront first reported a position in VOE in Q3 2014 and held it in 8 quarters. The position peaked at $245K in Q2 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

  • Wealthfront reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthfront sold 1,802 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $201K.
  • Wealthfront first reported a position in Vanguard Mid-Cap Value ETF in Q3 2014 and held it in 8 quarters.
  • Wealthfront's Vanguard Mid-Cap Value ETF position peaked at $245K in Q2 2017.
  • 424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.