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Bartlett & Co Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940K Buy
7,210
+148
+2% +$18.4K 0.01% 287
2026
Q1 		$865K Sell
7,062
-65
-0.9% -$7.64K 0.01% 286
2025
Q4 		$797K Hold
7,127
– – 0.01% 290
2025
Q3 		$787K Sell
7,127
-496
-7% -$54K 0.01% 282
2025
Q2 		$800K Buy
7,623
+85
+1% +$8.45K 0.01% 279
2025
Q1 		$744K Buy
7,538
+250
+3% +$26.3K 0.01% 284
2024
Q4 		$769K Buy
7,288
+409
+6% +$44.4K 0.01% 282
2024
Q3 		$729K Sell
6,879
-93
-1% -$9.5K 0.01% 292
2024
Q2 		$694K Sell
6,972
-8,319
-54% -$829K 0.01% 287
2024
Q1 		$1.58M Buy
15,291
+430
+3% +$41.2K 0.02% 221
2023
Q4 		$1.41M Buy
14,861
+945
+7% +$81.2K 0.02% 240
2023
Q3 		$1.18M Sell
13,916
-435
-3% -$38.6K 0.02% 246
2023
Q2 		$1.27M Buy
14,351
+21
+0.1% +$1.77K 0.02% 245
2023
Q1 		$1.21M Buy
14,330
+760
+6% +$65.5K 0.02% 212
2022
Q4 		$1.11M Sell
13,570
-358
-3% -$29.3K 0.02% 222
2022
Q3 		$1.04M Buy
13,928
+854
+7% +$69.9K 0.02% 218
2022
Q2 		$1M Buy
13,074
+848
+7% +$70.9K 0.02% 218
2022
Q1 		$1.11M Hold
12,226
– – 0.02% 221
2021
Q4 		$1.17M Hold
12,226
– – 0.02% 223
2021
Q3 		$1.09M Hold
12,226
– – 0.02% 202
2021
Q2 		$1.11M Sell
12,226
-14,102
-54% -$1.29M 0.02% 201
2021
Q1 		$2.32M Sell
26,328
-188
-0.7% -$15.9K 0.05% 161
2020
Q4 		$2.06M Sell
26,516
-9,790
-27% -$699K 0.04% 164
2020
Q3 		$2.28M Hold
36,306
– – 0.05% 152
2020
Q2 		$2.18M Buy
36,306
+1,186
+3% +$66.7K 0.06% 154
2020
Q1 		$1.71M Buy
35,120
+700
+2% +$43.9K 0.05% 164
2019
Q4 		$2.39M Hold
34,420
– – 0.06% 161
2019
Q3 		$2.26M Buy
34,420
+4,880
+17% +$317K 0.06% 161
2019
Q2 		$1.95M Hold
29,540
– – 0.07% 134
2019
Q1 		$1.89M Sell
29,540
-900
-3% -$56K 0.07% 132
2018
Q4 		$1.7M Hold
30,440
– – 0.07% 136
2018
Q3 		$2.08M Sell
30,440
-330
-1% -$22.4K 0.08% 126
2018
Q2 		$2.03M Sell
30,770
-600
-2% -$39.1K 0.08% 126
2018
Q1 		$1.99M Buy
+31,370
New +$2.02M 0.08% 122

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bartlett & Co Wealth Management's IVOO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 7,210 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #287.

Bartlett & Co Wealth Management first reported a position in IVOO in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.39M in Q4 2019. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Bartlett & Co Wealth Management held 7,210 shares of Vanguard S&P Mid-Cap 400 ETF worth $940K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 148 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.39M in Q4 2019.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.