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

Claris 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
Q4 		– Sell
-18
Closed -$1.9K – 599
2024
Q3 		$1.9K Buy
+18
New +$1.84K ﹤0.01% 335

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
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Claris Advisors's IVOO Position: Q4 2024 in Review

Claris Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2024, closing a stake of 18 shares — an estimated $1.9K sold.

Claris Advisors first reported a position in IVOO in Q3 2024 and held it in 1 quarter. The position peaked at $1.9K in Q3 2024. 272 funds tracked by Wall St. Rank hold IVOO as of Q4 2024.

  • Claris Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 18 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2024, an estimated $1.9K.
  • Claris Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.9K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.