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

Bartlett & Co Wealth Management’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.2K	Hold	168	–	–	﹤0.01%	834
2025 Q4	$17K	Hold	168	–	–	﹤0.01%	852
2025 Q3	$16.9K	Sell	168 -100	-37%	-$9.9K	﹤0.01%	850
2025 Q2	$25.6K	Hold	268	–	–	﹤0.01%	774
2025 Q1	$24.7K	Hold	268	–	–	﹤0.01%	788
2024 Q4	$25.6K	Hold	268	–	–	﹤0.01%	769
2024 Q3	$25.7K	Hold	268	–	–	﹤0.01%	773
2024 Q2	$23.5K	Buy	268 +100	+60%	+$8.76K	﹤0.01%	795
2024 Q1	$15.3K	Hold	168	–	–	﹤0.01%	860
2023 Q4	$14.8K	Buy	+168	New	+$13.3K	﹤0.01%	936

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bartlett & Co Wealth Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 168 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Bartlett & Co Wealth Management first reported a position in IVOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.7K in Q3 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Bartlett & Co Wealth Management held 168 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $18.2K as of Q1 2026.
Bartlett & Co Wealth Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #834 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $25.7K in Q3 2024.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

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