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

Bartlett & Co’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
2023
Q4 		$15K Buy
+168
New +$13.3K ﹤0.01% 930

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co's IVOV Position: Q4 2023 in Review

Bartlett & Co opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2023: 168 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

117 funds tracked by Wall St. Rank hold IVOV as of Q4 2023.

  • Bartlett & Co held 168 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $15K as of Q4 2023.
  • Vanguard S&P Mid-Cap 400 Value ETF was a new Bartlett & Co position in Q4 2023.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #930 holding.
  • 117 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.