Neuberger Berman Group
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Neuberger Berman Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Neuberger Berman Group’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-7,688
Closed -$353K – 1530
2015
Q3 		$353K Buy
+7,688
New +$378K ﹤0.01% 1353
2015
Q2 		– Sell
-15,088
Closed -$773K – 1588
2015
Q1 		$773K Buy
+15,088
New +$751K ﹤0.01% 1261

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Neuberger Berman Group's IVOO Position: Q4 2015 in Review

Neuberger Berman Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2015, closing a stake of 7,688 shares — an estimated $353K sold.

Neuberger Berman Group first reported a position in IVOO in Q1 2015 and held it in 2 quarters. The position peaked at $773K in Q1 2015. 51 funds tracked by Wall St. Rank hold IVOO as of Q4 2015.

  • Neuberger Berman Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2015 after selling out during the quarter.
  • Neuberger Berman Group sold 7,688 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2015, an estimated $353K.
  • Neuberger Berman Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2015 and held it in 2 quarters.
  • Neuberger Berman Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $773K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2015.

Based on Neuberger Berman Group's 13F filing for Q4 2015, filed 28 Jan 2016.