Brown Brothers Harriman & Co’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Brown Brothers Harriman & Co’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
2024 Q1	–	Sell	-950	Closed	-$89.3K	–	1207
2023 Q4	$89.3K	Hold	950	–	–	﹤0.01%	640
2023 Q3	$80.3K	Hold	950	–	–	﹤0.01%	640
2023 Q2	$84.1K	Buy	+950	New	+$80K	﹤0.01%	628

Other funds holding IVOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Brown Brothers Harriman & Co's IVOO Position: Q1 2024 in Review

Brown Brothers Harriman & Co sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2024, closing a stake of 950 shares — an estimated $89.3K sold.

Brown Brothers Harriman & Co first reported a position in IVOO in Q2 2023 and held it in 3 quarters. The position peaked at $89.3K in Q4 2023. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

Brown Brothers Harriman & Co reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2024 after selling out during the quarter.
Brown Brothers Harriman & Co sold 950 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $89.3K.
Brown Brothers Harriman & Co first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and held it in 3 quarters.
Brown Brothers Harriman & Co's Vanguard S&P Mid-Cap 400 ETF position peaked at $89.3K in Q4 2023.
233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2024, filed 10 May 2024.