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

First Horizon 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
2017
Q2 		– Sell
-284
Closed -$16K – 1435
2017
Q1 		$16K Buy
+284
New +$16K ﹤0.01% 883

Other funds holding IVOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Horizon Advisors's IVOV Position: Q2 2017 in Review

First Horizon Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2017, closing a stake of 284 shares — an estimated $16K sold.

First Horizon Advisors first reported a position in IVOV in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 48 funds tracked by Wall St. Rank hold IVOV as of Q2 2017.

  • First Horizon Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
  • First Horizon Advisors sold 284 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $16K.
  • First Horizon Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 1 quarter.
  • First Horizon Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $16K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on First Horizon Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.