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 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 New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

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

Bartlett & Co Wealth Management's IVOO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.91% in Q1 2026, selling an estimated $7.64K and leaving 7,062 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #286.

Bartlett & Co Wealth Management first reported a position in IVOO in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.39M in Q4 2019. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Bartlett & Co Wealth Management held 7,062 shares of Vanguard S&P Mid-Cap 400 ETF worth $865K as of Q1 2026.
Bartlett & Co Wealth Management sold 65 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $7.64K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #286 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 33 quarters since.
Bartlett & Co Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.39M in Q4 2019.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.