BBHC
IVOV icon

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

Brown Brothers Harriman & Co’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
2020
Q1 		– Sell
-88
Closed -$6K – 1199
2019
Q4 		$6K Buy
+88
New +$5.57K ﹤0.01% 958
2019
Q2 		– Sell
-976
Closed -$59K – 1166
2019
Q1 		$59K Buy
+976
New +$57.5K ﹤0.01% 554

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Brown Brothers Harriman & Co's IVOV Position: Q1 2020 in Review

Brown Brothers Harriman & Co sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2020, closing a stake of 88 shares — an estimated $6K sold.

Brown Brothers Harriman & Co first reported a position in IVOV in Q1 2019 and held it in 2 quarters. The position peaked at $59K in Q1 2019. 64 funds tracked by Wall St. Rank hold IVOV as of Q1 2020.

  • Brown Brothers Harriman & Co reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 88 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $6K.
  • Brown Brothers Harriman & Co first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $59K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2020, filed 15 May 2020.