Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Envestnet Portfolio Solutions’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
-1,938
Closed -$205K – 1762
2024
Q3 		$205K Buy
+1,938
New +$198K ﹤0.01% 1647

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

Envestnet Portfolio Solutions's IVOO Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2024, closing a stake of 1,938 shares — an estimated $205K sold.

Envestnet Portfolio Solutions first reported a position in IVOO in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 272 funds tracked by Wall St. Rank hold IVOO as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,938 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2024, an estimated $205K.
  • Envestnet Portfolio Solutions first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Vanguard S&P Mid-Cap 400 ETF position peaked at $205K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.