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American Capital Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

American Capital Advisory’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
2024
Q3 		– Sell
-22
Closed -$2.07K – 498
2024
Q2 		$2.07K Hold
22
– – ﹤0.01% 351
2024
Q1 		$1.86K Hold
22
– – ﹤0.01% 374
2023
Q4 		$2.07K Buy
+22
New +$1.89K ﹤0.01% 351

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

American Capital Advisory's IVOO Position: Q3 2024 in Review

American Capital Advisory sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 22 shares — an estimated $2.07K sold.

American Capital Advisory first reported a position in IVOO in Q4 2023 and held it in 3 quarters. The position peaked at $2.07K in Q2 2024. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

  • American Capital Advisory reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
  • American Capital Advisory sold 22 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024, an estimated $2.07K.
  • American Capital Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and held it in 3 quarters.
  • American Capital Advisory's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.07K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on American Capital Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.