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BB&T Investment Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

BB&T Investment Services’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
2017
Q4 		$35K Hold
572
– – 0.01% 641
2017
Q3 		$34K Hold
572
– – 0.01% 592
2017
Q2 		$33K Hold
572
– – 0.01% 549
2017
Q1 		$32K Buy
+572
New +$32.2K 0.01% 463

Other funds holding IVOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BB&T Investment Services's IVOV Position: Q4 2017 in Review

BB&T Investment Services held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q4 2017 at 572 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #641.

BB&T Investment Services first reported a position in IVOV in Q1 2017 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold IVOV as of Q4 2017.

  • BB&T Investment Services held 572 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $35K as of Q4 2017.
  • BB&T Investment Services left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q4 2017.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #641 holding.
  • BB&T Investment Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.