Align Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Align Wealth Management’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 Q4	$6.24K	Buy	+84	New	+$6.87K	0.01%	158

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Align Wealth Management's IVOO Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022: 84 shares worth $6.24K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings.

189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

Align Wealth Management held 84 shares of Vanguard S&P Mid-Cap 400 ETF worth $6.24K as of Q4 2022.
Vanguard S&P Mid-Cap 400 ETF was a new Align Wealth Management position in Q4 2022.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #158 holding.
189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.