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

BB&T Securities’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
2019 Q3	$1.73M	Sell	28,078 -1,238	-4%	-$74.8K	0.02%	624
2019 Q2	$1.8M	Sell	29,316 -4,812	-14%	-$292K	0.02%	615
2019 Q1	$2.04M	Buy	34,128 +2,254	+7%	+$133K	0.02%	573
2018 Q4	$1.68M	Sell	31,874 -14,594	-31%	-$857K	0.02%	586
2018 Q3	$2.99M	Buy	46,468 +12,644	+37%	+$810K	0.03%	506
2018 Q2	$2.1M	Buy	+33,824	New	+$2.07M	0.02%	587

Other funds holding IVOV

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

SCM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

BB&T Securities's IVOV Position: Q3 2019 in Review

BB&T Securities reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 4.2% in Q3 2019, selling an estimated $74.8K and leaving 28,078 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #624.

BB&T Securities first reported a position in IVOV in Q2 2018 and has held it in 6 quarters since. The position peaked at $2.99M in Q3 2018. 73 funds tracked by Wall St. Rank hold IVOV as of Q3 2019.

BB&T Securities held 28,078 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.73M as of Q3 2019.
BB&T Securities sold 1,238 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $74.8K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of BB&T Securities's portfolio in Q3 2019, its #624 holding.
BB&T Securities first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2018 and has held it in 6 quarters since.
BB&T Securities's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $2.99M in Q3 2018.
73 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.