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

Gallagher Fiduciary 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 Q2	–	Sell	-2,095	Closed	-$216K	–	270
2024 Q1	$216K	Sell	2,095 -540	-20%	-$51.8K	0.01%	181
2023 Q4	$248K	Sell	2,635 -11	-0.4%	-$946	0.01%	162
2023 Q3	$224K	Sell	2,646 -148	-5%	-$13.1K	0.02%	154
2023 Q2	$247K	Sell	2,794 -966	-26%	-$81.3K	0.02%	182
2023 Q1	$318K	Buy	+3,760	New	+$324K	0.03%	143

Other funds holding IVOO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gallagher Fiduciary Advisors's IVOO Position: Q2 2024 in Review

Gallagher Fiduciary Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2024, closing a stake of 2,095 shares — an estimated $216K sold.

Gallagher Fiduciary Advisors first reported a position in IVOO in Q1 2023 and held it in 5 quarters. The position peaked at $318K in Q1 2023. 234 funds tracked by Wall St. Rank hold IVOO as of Q2 2024.

Gallagher Fiduciary Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 2,095 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2024, an estimated $216K.
Gallagher Fiduciary Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 5 quarters.
Gallagher Fiduciary Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $318K in Q1 2023.
234 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.