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Brouwer & Janachowski’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Brouwer & Janachowski’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
2021
Q3 		$1.76M Buy
19,754
+3,170
+19% +$289K 0.31% 22
2021
Q2 		$1.51M Sell
16,584
-3,334
-17% -$305K 0.26% 23
2021
Q1 		$1.76M Hold
19,918
– – 0.32% 21
2020
Q4 		$1.55M Sell
19,918
-444
-2% -$31.7K 0.27% 23
2020
Q3 		$1.28M Sell
20,362
-666
-3% -$42.1K 0.24% 23
2020
Q2 		$1.26M Buy
+21,028
New +$1.18M 0.24% 22

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Brouwer & Janachowski's IVOO Position: Q3 2021 in Review

Brouwer & Janachowski increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 19% in Q3 2021, buying an estimated $289K and bringing the position to 19,754 shares worth $1.76M. The position accounts for 0.31% of the portfolio, ranked #22.

Brouwer & Janachowski first reported a position in IVOO in Q2 2020 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold IVOO as of Q3 2021.

  • Brouwer & Janachowski held 19,754 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.76M as of Q3 2021.
  • Brouwer & Janachowski bought 3,170 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2021, an estimated $289K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.31% of Brouwer & Janachowski's portfolio in Q3 2021, its #22 holding.
  • Brouwer & Janachowski first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.