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

Wisconsin 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
2014
Q4 		$228K Hold
2,548
– – 0.08% 122
2014
Q3 		$216K Hold
2,548
– – 0.08% 114
2014
Q2 		$222K Hold
2,548
– – 0.08% 112
2014
Q1 		$211K Hold
2,548
– – 0.08% 109
2013
Q4 		$203K Buy
+2,548
New +$197K 0.08% 103

Other funds holding VOE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wisconsin Capital Management's VOE Position: Q4 2014 in Review

Wisconsin Capital Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q4 2014 at 2,548 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #122.

Wisconsin Capital Management first reported a position in VOE in Q4 2013 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold VOE as of Q4 2014.

  • Wisconsin Capital Management held 2,548 shares of Vanguard Mid-Cap Value ETF worth $228K as of Q4 2014.
  • Wisconsin Capital Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q4 2014.
  • Vanguard Mid-Cap Value ETF made up 0.08% of Wisconsin Capital Management's portfolio in Q4 2014, its #122 holding.
  • Wisconsin Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2013 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.