Biltmore Capital Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Biltmore Capital Advisors’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
2021 Q4	$593K	Buy	7,034 +432	+7%	+$36.3K	0.1%	79
2021 Q3	$525K	Sell	6,602 -94	-1%	-$7.58K	0.1%	82
2021 Q2	$542K	Buy	6,696 +900	+16%	+$73.6K	0.1%	69
2021 Q1	$453K	Sell	5,796 -2,308	-28%	-$168K	0.1%	76
2020 Q4	$534K	Sell	8,104 -2,210	-21%	-$135K	0.15%	57
2020 Q3	$541K	Buy	+10,314	New	+$551K	0.16%	50

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Biltmore Capital Advisors's IVOV Position: Q4 2021 in Review

Biltmore Capital Advisors increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 6.5% in Q4 2021, buying an estimated $36.3K and bringing the position to 7,034 shares worth $593K. The position accounts for 0.1% of the portfolio, ranked #79.

Biltmore Capital Advisors first reported a position in IVOV in Q3 2020 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold IVOV as of Q4 2021.

Biltmore Capital Advisors held 7,034 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $593K as of Q4 2021.
Biltmore Capital Advisors bought 432 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $36.3K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.1% of Biltmore Capital Advisors's portfolio in Q4 2021, its #79 holding.
Biltmore Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.