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

WFG Advisors’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 Q2	$3.95M	Buy	38,382 +14,034	+58%	+$1.44M	0.89%	18
2017 Q1	$2.48M	Buy	24,348 +12,337	+103%	+$1.24M	0.66%	32
2016 Q4	$1.17M	Buy	12,011 +8,523	+244%	+$808K	0.29%	92
2016 Q3	$326K	Buy	3,488 +472	+16%	+$43.7K	0.08%	245
2016 Q2	$269K	Buy	3,016 +2,539	+532%	+$223K	0.07%	261
2016 Q1	$42K	Buy	477 +52	+12%	+$4.24K	0.01%	706
2015 Q4	$37K	Buy	425 +79	+23%	+$6.91K	0.01%	744
2015 Q3	$29K	Sell	346 -75	-18%	-$6.65K	0.01%	787
2015 Q2	$38K	Sell	421 -24	-5%	-$2.22K	0.01%	806
2015 Q1	$41K	Buy	445 +4	+0.9%	+$361	0.01%	781
2014 Q4	$39K	Hold	441	–	–	0.01%	983
2014 Q3	$37K	Hold	441	–	–	0.01%	1028
2014 Q2	$38K	Sell	441 -80	-15%	-$6.71K	0.01%	1024
2014 Q1	$43K	Sell	521 -1,697	-77%	-$136K	0.01%	970
2013 Q4	$177K	Buy	2,218 +318	+17%	+$24.5K	0.03%	560
2013 Q3	$139K	Hold	1,900	–	–	0.02%	597
2013 Q2	$130K	Buy	+1,900	New	+$130K	0.02%	581

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's VOE Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 58% in Q2 2017, buying an estimated $1.44M and bringing the position to 38,382 shares worth $3.95M. The position accounts for 0.89% of the portfolio, ranked #18.

WFG Advisors first reported a position in VOE in Q2 2013 and has held it in 17 quarters since. 349 funds tracked by Wall St. Rank hold VOE as of Q2 2017.

WFG Advisors held 38,382 shares of Vanguard Mid-Cap Value ETF worth $3.95M as of Q2 2017.
WFG Advisors bought 14,034 Vanguard Mid-Cap Value ETF shares in Q2 2017, an estimated $1.44M.
Vanguard Mid-Cap Value ETF made up 0.89% of WFG Advisors's portfolio in Q2 2017, its #18 holding.
WFG Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2013 and has held it in 17 quarters since.
349 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.