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Cetera Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cetera Advisors’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
Q1 		$3.06M Buy
29,671
+13
+0% +$1.25K 0.02% 638
2023
Q4 		$2.79M Buy
29,658
+367
+1% +$31.6K 0.04% 411
2023
Q3 		$2.48M Buy
29,291
+264
+0.9% +$23.4K 0.04% 401
2023
Q2 		$2.57M Buy
29,027
+179
+0.6% +$15.1K 0.04% 387
2023
Q1 		$2.44M Buy
28,848
+118
+0.4% +$10.2K 0.04% 391
2022
Q4 		$2.35M Sell
28,730
-138
-0.5% -$11.3K 0.04% 398
2022
Q3 		$2.15M Buy
28,868
+570
+2% +$46.6K 0.06% 344
2022
Q2 		$2.17M Sell
28,298
-776
-3% -$64.9K 0.05% 357
2022
Q1 		$2.64M Sell
29,074
-110
-0.4% -$9.91K 0.05% 347
2021
Q4 		$2.79M Buy
29,184
+1,490
+5% +$140K 0.06% 325
2021
Q3 		$2.47M Hold
27,694
– – 0.05% 358
2021
Q2 		$2.52M Hold
27,694
– – 0.06% 313
2021
Q1 		$2.44M Sell
27,694
-2,954
-10% -$250K 0.07% 273
2020
Q4 		$2.38M Buy
30,648
+4
+0% +$286 0.08% 243
2020
Q3 		$1.92M Buy
30,644
+50
+0.2% +$3.16K 0.07% 252
2020
Q2 		$1.84M Sell
30,594
-582
-2% -$32.7K 0.08% 242
2020
Q1 		$1.52M Buy
31,176
+18
+0.1% +$1.13K 0.08% 242
2019
Q4 		$2.16M Buy
31,158
+32
+0.1% +$2.14K 0.09% 218
2019
Q3 		$2.03M Sell
31,126
-36
-0.1% -$2.34K 0.09% 219
2019
Q2 		$2.05M Buy
31,162
+10
+0% +$647 0.09% 211
2019
Q1 		$1.99M Hold
31,152
– – 0.1% 200
2018
Q4 		$1.74M Buy
31,152
+10
+0% +$616 0.1% 199
2018
Q3 		$2.12M Buy
31,142
+3,160
+11% +$214K 0.1% 195
2018
Q2 		$1.84M Buy
27,982
+12
+0% +$782 0.11% 199
2018
Q1 		$1.77M Buy
+27,970
New +$1.8M 0.11% 198
2017
Q4 		– Sell
-28,582
Closed -$1.73M – 819
2017
Q3 		$1.73M Buy
28,582
+200
+0.7% +$11.8K 0.1% 212
2017
Q2 		$1.67M Hold
28,382
– – 0.1% 211
2017
Q1 		$1.64M Buy
+28,382
New +$1.63M 0.11% 203

Other funds holding IVOO

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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM

Cetera Advisors's IVOO Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.04% in Q1 2024, buying an estimated $1.25K and bringing the position to 29,671 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #638.

Cetera Advisors first reported a position in IVOO in Q1 2017 and has held it in 28 quarters since. 233 funds tracked by Wall St. Rank hold IVOO as of Q1 2024.

  • Cetera Advisors held 29,671 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.06M as of Q1 2024.
  • Cetera Advisors bought 13 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2024, an estimated $1.25K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #638 holding.
  • Cetera Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2017 and has held it in 28 quarters since.
  • 233 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.