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

Cahaba 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
2021 Q2	–	Sell	-4,030	Closed	-$355K	–	85
2021 Q1	$355K	Buy	4,030 +6	+0.1%	+$507	0.06%	64
2020 Q4	$333K	Buy	4,024 +20	+0.5%	+$1.43K	0.05%	70
2020 Q3	$251K	Buy	4,004 +12	+0.3%	+$759	0.05%	68
2020 Q2	$254K	Buy	+3,992	New	+$225K	0.05%	67

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cahaba Wealth Management's IVOO Position: Q2 2021 in Review

Cahaba Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2021, closing a stake of 4,030 shares — an estimated $355K sold.

Cahaba Wealth Management first reported a position in IVOO in Q2 2020 and held it in 4 quarters. The position peaked at $355K in Q1 2021. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

Cahaba Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2021 after selling out during the quarter.
Cahaba Wealth Management sold 4,030 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2021, an estimated $355K.
Cahaba Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and held it in 4 quarters.
Cahaba Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $355K in Q1 2021.
163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on Cahaba Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.