IH
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IFC Holdings’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

IFC Holdings’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,122
Closed -$233K – 421
2017
Q4 		$233K Buy
+2,122
New +$227K 0.02% 443

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 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
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

IFC Holdings's VOOV Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2018, closing a stake of 2,122 shares — an estimated $233K sold.

IFC Holdings first reported a position in VOOV in Q4 2017 and held it in 1 quarter. The position peaked at $233K in Q4 2017. 81 funds tracked by Wall St. Rank hold VOOV as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 2,122 Vanguard S&P 500 Value ETF shares in Q1 2018, an estimated $233K.
  • IFC Holdings first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and held it in 1 quarter.
  • IFC Holdings's Vanguard S&P 500 Value ETF position peaked at $233K in Q4 2017.
  • 81 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.