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Rather & Kittrell’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-46
Closed -$4K – 173
2021
Q4 		$4K Buy
+46
New +$4.33K ﹤0.01% 268

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rather & Kittrell's IVOO Position: Q1 2022 in Review

Rather & Kittrell sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022, closing a stake of 46 shares — an estimated $4K sold.

Rather & Kittrell first reported a position in IVOO in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

  • Rather & Kittrell reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 46 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $4K.
  • Rather & Kittrell first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Vanguard S&P Mid-Cap 400 ETF position peaked at $4K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.