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

Weatherstone 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
2017
Q1 		– Sell
-9,270
Closed -$901K – 106
2016
Q4 		$901K Buy
+9,270
New +$879K 0.59% 14
2014
Q3 		– Sell
-39,670
Closed -$3.45M – 85
2014
Q2 		$3.45M Buy
+39,670
New +$3.33M 0.92% 25

Other funds holding VOE

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Weatherstone Capital Management's VOE Position: Q1 2017 in Review

Weatherstone Capital Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2017, closing a stake of 9,270 shares — an estimated $901K sold.

Weatherstone Capital Management first reported a position in VOE in Q2 2014 and held it in 2 quarters. The position peaked at $3.45M in Q2 2014. 338 funds tracked by Wall St. Rank hold VOE as of Q1 2017.

  • Weatherstone Capital Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
  • Weatherstone Capital Management sold 9,270 Vanguard Mid-Cap Value ETF shares in Q1 2017, an estimated $901K.
  • Weatherstone Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2014 and held it in 2 quarters.
  • Weatherstone Capital Management's Vanguard Mid-Cap Value ETF position peaked at $3.45M in Q2 2014.
  • 338 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2017.

Based on Weatherstone Capital Management's 13F filing for Q1 2017, filed 11 May 2017.