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Ladenburg Thalmann Financial Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$416K Sell
6,384
-116
-2% -$7.34K ﹤0.01% 1967
2019
Q3 		$401K Buy
6,500
+990
+18% +$59.8K ﹤0.01% 1933
2019
Q2 		$338K Sell
5,510
-32
-0.6% -$1.94K ﹤0.01% 2049
2019
Q1 		$332K Buy
5,542
+252
+5% +$14.9K ﹤0.01% 2002
2018
Q4 		$277K Buy
5,290
+164
+3% +$9.63K ﹤0.01% 1982
2018
Q3 		$330K Sell
5,126
-904
-15% -$57.9K ﹤0.01% 1919
2018
Q2 		$353K Hold
6,030
– – ﹤0.01% 1823
2018
Q1 		$353K Sell
6,030
-222
-4% -$13.4K ﹤0.01% 1823
2017
Q4 		$381K Buy
6,252
+280
+5% +$16.8K ﹤0.01% 1732
2017
Q3 		$349K Buy
5,972
+746
+14% +$42.3K ﹤0.01% 1693
2017
Q2 		$297K Buy
5,226
+460
+10% +$25.9K ﹤0.01% 1743
2017
Q1 		$269K Buy
4,766
+1,916
+67% +$108K ﹤0.01% 1708
2016
Q4 		$157K Hold
2,850
– – ﹤0.01% 1988
2016
Q3 		$145K Hold
2,850
– – ﹤0.01% 1972
2016
Q2 		$139K Buy
2,850
+190
+7% +$9.06K ﹤0.01% 1917
2016
Q1 		$125K Hold
2,660
– – ﹤0.01% 1913
2015
Q4 		$118K Sell
2,660
-2,504
-48% -$115K ﹤0.01% 1939
2015
Q3 		$226K Sell
5,164
-380
-7% -$17.7K ﹤0.01% 1407
2015
Q2 		$271K Buy
5,544
+2,884
+108% +$144K 0.01% 1395
2015
Q1 		$132K Hold
2,660
– – ﹤0.01% 1880
2014
Q4 		$128K Hold
2,660
– – ﹤0.01% 1728
2014
Q3 		$122K Hold
2,660
– – ﹤0.01% 1489
2014
Q2 		$128K Hold
2,660
– – ﹤0.01% 1445
2014
Q1 		$121K Hold
2,660
– – ﹤0.01% 1388
2013
Q4 		$116K Hold
2,660
– – ﹤0.01% 1382
2013
Q3 		$109K Sell
2,660
-2,432
-48% -$97.7K ﹤0.01% 1349
2013
Q2 		$195K Buy
+5,092
New +$193K 0.01% 986

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
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IVOV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.8% in Q4 2019, selling an estimated $7.34K and leaving 6,384 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Ladenburg Thalmann Financial Services first reported a position in IVOV in Q2 2013 and has held it in 27 quarters since. 71 funds tracked by Wall St. Rank hold IVOV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 6,384 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $416K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 116 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2019, an estimated $7.34K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1967 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 27 quarters since.
  • 71 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.