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

Atticus 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
2025
Q3 		– Sell
-405
Closed -$42.6K – 414
2025
Q2 		$42.6K Buy
+405
New +$40.3K 0.01% 331
2023
Q4 		– Sell
-18
Closed -$1.52K – 585
2023
Q3 		$1.52K Hold
18
– – ﹤0.01% 521
2023
Q2 		$1.59K Hold
18
– – ﹤0.01% 512
2023
Q1 		$1.52K Hold
18
– – ﹤0.01% 485
2022
Q4 		$1.47K Hold
18
– – ﹤0.01% 477
2022
Q3 		$1K Hold
18
– – ﹤0.01% 542
2022
Q2 		$1K Hold
18
– – ﹤0.01% 576
2022
Q1 		$2K Buy
+18
New +$1.62K ﹤0.01% 526

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return