Cambridge Trust’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Cambridge Trust’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
2024 Q1	–	Sell	-60	Closed	-$5.23K	–	691
2023 Q4	$5.23K	Sell	60 -153	-72%	-$12.1K	﹤0.01%	626
2023 Q3	$16.6K	Buy	+213	New	+$17.5K	﹤0.01%	522

Other funds holding IVOV

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

RJFSA

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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $208M AUM 27.29% 1-Year Est. Return

Cambridge Trust's IVOV Position: Q1 2024 in Review

Cambridge Trust sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2024, closing a stake of 60 shares — an estimated $5.23K sold.

Cambridge Trust first reported a position in IVOV in Q3 2023 and held it in 2 quarters. The position peaked at $16.6K in Q3 2023. 124 funds tracked by Wall St. Rank hold IVOV as of Q1 2024.

Cambridge Trust reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Cambridge Trust sold 60 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $5.23K.
Cambridge Trust first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2023 and held it in 2 quarters.
Cambridge Trust's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $16.6K in Q3 2023.
124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.