Belvedere Trading
IVOO icon

Belvedere Trading’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Belvedere Trading’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
-3,000
Closed -$315K – 1020
2025
Q2 		$315K Sell
3,000
-100
-3% -$9.94K ﹤0.01% 323
2025
Q1 		$306K Sell
3,100
-300
-9% -$31.6K ﹤0.01% 270
2024
Q4 		$359K Sell
3,400
-100
-3% -$10.9K ﹤0.01% 293
2024
Q3 		$370K Buy
+3,500
New +$357K ﹤0.01% 231
2024
Q2 		– Sell
-5,600
Closed -$577K – 807
2024
Q1 		$577K Buy
+5,600
New +$537K ﹤0.01% 143
2023
Q3 		– Sell
-2,200
Closed -$195K – 797
2023
Q2 		$195K Sell
2,200
-3,700
-63% -$312K ﹤0.01% 317
2023
Q1 		$500K Buy
5,900
+900
+18% +$77.6K ﹤0.01% 146
2022
Q4 		$409K Buy
+5,000
New +$409K ﹤0.01% 163

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