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Bedell Frazier Investment Counselling’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bedell Frazier Investment Counselling’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 		$400K Buy
3,499
+76
+2% +$8.93K 0.08% 99
2025
Q4 		$383K Sell
3,423
-22,800
-87% -$2.53M 0.07% 104
2025
Q3 		$2.89M Buy
+26,223
New +$2.85M 0.59% 53

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bedell Frazier Investment Counselling's IVOO Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.2% in Q1 2026, buying an estimated $8.93K and bringing the position to 3,499 shares worth $400K. The position accounts for 0.08% of the portfolio, ranked #99.

Bedell Frazier Investment Counselling first reported a position in IVOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.89M in Q3 2025. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Bedell Frazier Investment Counselling held 3,499 shares of Vanguard S&P Mid-Cap 400 ETF worth $400K as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 76 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $8.93K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #99 holding.
  • Bedell Frazier Investment Counselling first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2025 and has held it in 3 quarters since.
  • Bedell Frazier Investment Counselling's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.89M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.