CFFP
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Center for Financial Planning’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-504
Closed -$44.6K – 551
2023
Q2 		$44.6K Buy
+504
New +$42.4K 0.01% 242

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Center for Financial Planning's IVOO Position: Q3 2023 in Review

Center for Financial Planning sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2023, closing a stake of 504 shares — an estimated $44.6K sold.

Center for Financial Planning first reported a position in IVOO in Q2 2023 and held it in 1 quarter. The position peaked at $44.6K in Q2 2023. 198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

  • Center for Financial Planning reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 504 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2023, an estimated $44.6K.
  • Center for Financial Planning first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's Vanguard S&P Mid-Cap 400 ETF position peaked at $44.6K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.