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Heritage Wealth Management (Arizona)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Heritage Wealth Management (Arizona)’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 		$18.7K Buy
+228
New +$18.6K ﹤0.01% 676

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
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

Heritage Wealth Management (Arizona)'s IVOO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2022: 228 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings.

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

  • Heritage Wealth Management (Arizona) held 228 shares of Vanguard S&P Mid-Cap 400 ETF worth $18.7K as of Q4 2022.
  • Vanguard S&P Mid-Cap 400 ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #676 holding.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.