Gallagher Benefit Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$279K	Buy	+3,408	New	+$279K	0.06%	142

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Gallagher Benefit Services's IVOO Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022: 3,408 shares worth $279K. The stake represents 0.06% of the portfolio and ranks #142 among its holdings.

189 funds tracked by Wall St. Rank hold IVOO as of Q4 2022.

Gallagher Benefit Services held 3,408 shares of Vanguard S&P Mid-Cap 400 ETF worth $279K as of Q4 2022.
Vanguard S&P Mid-Cap 400 ETF was a new Gallagher Benefit Services position in Q4 2022.
Vanguard S&P Mid-Cap 400 ETF made up 0.06% of Gallagher Benefit Services's portfolio in Q4 2022, its #142 holding.
189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.