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

Hoover Financial 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
2021
Q2 		$5K Hold
52
– – ﹤0.01% 541
2021
Q1 		$5K Buy
+52
New +$4.39K ﹤0.01% 491

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hoover Financial Advisors's IVOO Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2021 at 52 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Hoover Financial Advisors first reported a position in IVOO in Q1 2021 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

  • Hoover Financial Advisors held 52 shares of Vanguard S&P Mid-Cap 400 ETF worth $5K as of Q2 2021.
  • Hoover Financial Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2021.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #541 holding.
  • Hoover Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.