Washington Trust Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Washington Trust Bank’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
2019 Q2	–	Sell	-1,500	Closed	-$96K	–	374
2019 Q1	$96K	Hold	1,500	–	–	0.02%	266
2018 Q4	$84K	Hold	1,500	–	–	0.01%	282
2018 Q3	$102K	Hold	1,500	–	–	0.02%	290
2018 Q2	$99K	Hold	1,500	–	–	0.01%	299
2018 Q1	$95K	Hold	1,500	–	–	0.01%	309
2017 Q4	$96K	Hold	1,500	–	–	0.01%	319
2017 Q3	$91K	Hold	1,500	–	–	0.01%	320
2017 Q2	$88K	Hold	1,500	–	–	0.02%	299
2017 Q1	$87K	Hold	1,500	–	–	0.02%	307
2016 Q4	$83K	Hold	1,500	–	–	0.02%	311
2016 Q3	$78K	Hold	1,500	–	–	0.02%	306
2016 Q2	$75K	Hold	1,500	–	–	0.02%	309
2016 Q1	$73K	Hold	1,500	–	–	0.02%	319
2015 Q4	$70K	Hold	1,500	–	–	0.02%	348
2015 Q3	$69K	Hold	1,500	–	–	0.02%	345
2015 Q2	$76K	Hold	1,500	–	–	0.02%	347
2015 Q1	$77K	Hold	1,500	–	–	0.02%	370
2014 Q4	$73K	Hold	1,500	–	–	0.02%	399
2014 Q3	$70K	Hold	1,500	–	–	0.02%	408
2014 Q2	$72K	Hold	1,500	–	–	0.01%	427
2014 Q1	$69K	Buy	+1,500	New	+$67.8K	0.01%	422

Other funds holding IVOO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Washington Trust Bank's IVOO Position: Q2 2019 in Review

Washington Trust Bank sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2019, closing a stake of 1,500 shares — an estimated $96K sold.

Washington Trust Bank first reported a position in IVOO in Q1 2014 and held it in 21 quarters. The position peaked at $102K in Q3 2018. 118 funds tracked by Wall St. Rank hold IVOO as of Q2 2019.

Washington Trust Bank reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 1,500 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2019, an estimated $96K.
Washington Trust Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2014 and held it in 21 quarters.
Washington Trust Bank's Vanguard S&P Mid-Cap 400 ETF position peaked at $102K in Q3 2018.
118 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.