HA
IVOO icon

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

HFG 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
Q4 		– Sell
-2,032
Closed -$215K – 101
2024
Q3 		$215K Hold
2,032
– – 0.19% 87
2024
Q2 		$201K Buy
2,032
+3
+0.1% +$299 0.19% 89
2024
Q1 		$209K Buy
+2,029
New +$195K 0.19% 101

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

HFG Advisors's IVOO Position: Q4 2024 in Review

HFG Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2024, closing a stake of 2,032 shares — an estimated $215K sold.

HFG Advisors first reported a position in IVOO in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2024. 272 funds tracked by Wall St. Rank hold IVOO as of Q4 2024.

  • HFG Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2024 after selling out during the quarter.
  • HFG Advisors sold 2,032 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2024, an estimated $215K.
  • HFG Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and held it in 3 quarters.
  • HFG Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $215K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2024.

Based on HFG Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.