Webster Bank’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Webster Bank’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
2019 Q2	–	Sell	-250	Closed	-$27K	–	519
2019 Q1	$27K	Hold	250	–	–	﹤0.01%	358
2018 Q4	$24K	Hold	250	–	–	﹤0.01%	364
2018 Q3	$28K	Hold	250	–	–	﹤0.01%	376
2018 Q2	$28K	Hold	250	–	–	﹤0.01%	376
2018 Q1	$27K	Hold	250	–	–	﹤0.01%	404
2017 Q4	$28K	Buy	+250	New	+$27.1K	﹤0.01%	431

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Webster Bank's VOE Position: Q2 2019 in Review

Webster Bank sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2019, closing a stake of 250 shares — an estimated $27K sold.

Webster Bank first reported a position in VOE in Q4 2017 and held it in 6 quarters. The position peaked at $28K in Q3 2018. 504 funds tracked by Wall St. Rank hold VOE as of Q2 2019.

Webster Bank reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Webster Bank sold 250 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2019, an estimated $27K.
Webster Bank first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 6 quarters.
Webster Bank's Vanguard Morningstar Mid-Cap Value ETF position peaked at $28K in Q3 2018.
504 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2019.

Based on Webster Bank's 13F filing for Q2 2019, filed 11 Jul 2019.