Credit Suisse’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Credit Suisse’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 Q1	–	Sell	-19,562	Closed	-$1.52M	–	4431
2020 Q4	$1.52M	Buy	19,562 +2,908	+17%	+$208K	﹤0.01%	3030
2020 Q3	$1.04M	Buy	+16,654	New	+$1.05M	﹤0.01%	2894
2017 Q2	–	Sell	-200,000	Closed	-$11.6M	–	3887
2017 Q1	$11.6M	Buy	+200,000	New	+$11.5M	0.01%	1137

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

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Credit Suisse's IVOO Position: Q1 2021 in Review

Credit Suisse sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2021, closing a stake of 19,562 shares — an estimated $1.52M sold.

Credit Suisse first reported a position in IVOO in Q1 2017 and held it in 3 quarters. The position peaked at $11.6M in Q1 2017. 167 funds tracked by Wall St. Rank hold IVOO as of Q1 2021.

Credit Suisse reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2021 after selling out during the quarter.
Credit Suisse sold 19,562 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2021, an estimated $1.52M.
Credit Suisse first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2017 and held it in 3 quarters.
Credit Suisse's Vanguard S&P Mid-Cap 400 ETF position peaked at $11.6M in Q1 2017.
167 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2021.

Based on Credit Suisse's 13F filing for Q1 2021, filed 14 May 2021.