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West Oak Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

West Oak Capital’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
2016
Q4 		– Sell
-200
Closed -$18.7K – 378
2016
Q3 		$18.7K Sell
200
-100
-33% -$9.25K 0.01% 245
2016
Q2 		$26.7K Buy
+300
New +$26.4K 0.02% 209

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

West Oak Capital's VOE Position: Q4 2016 in Review

West Oak Capital sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2016, closing a stake of 200 shares — an estimated $18.7K sold.

West Oak Capital first reported a position in VOE in Q2 2016 and held it in 2 quarters. The position peaked at $26.7K in Q2 2016. 315 funds tracked by Wall St. Rank hold VOE as of Q4 2016.

  • West Oak Capital reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 200 Vanguard Mid-Cap Value ETF shares in Q4 2016, an estimated $18.7K.
  • West Oak Capital first reported a position in Vanguard Mid-Cap Value ETF in Q2 2016 and held it in 2 quarters.
  • West Oak Capital's Vanguard Mid-Cap Value ETF position peaked at $26.7K in Q2 2016.
  • 315 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.