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Horizon Family Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Horizon Family Wealth’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
2023
Q3 		– Sell
-14,033
Closed -$1.24M – 65
2023
Q2 		$1.24M Buy
14,033
+4,529
+48% +$381K 1.19% 19
2023
Q1 		$805K Buy
9,504
+78
+0.8% +$6.72K 0.85% 20
2022
Q4 		$771K Buy
9,426
+790
+9% +$64.6K 0.89% 21
2022
Q3 		$642K Sell
8,636
-2,592
-23% -$212K 0.78% 25
2022
Q2 		$860K Buy
11,228
+186
+2% +$15.6K 1% 24
2022
Q1 		$1M Buy
11,042
+1,752
+19% +$158K 1% 26
2021
Q4 		$890K Buy
+9,290
New +$875K 0.91% 28

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Horizon Family Wealth's IVOO Position: Q3 2023 in Review

Horizon Family Wealth sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2023, closing a stake of 14,033 shares — an estimated $1.24M sold.

Horizon Family Wealth first reported a position in IVOO in Q4 2021 and held it in 7 quarters. The position peaked at $1.24M in Q2 2023. 198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

  • Horizon Family Wealth reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2023 after selling out during the quarter.
  • Horizon Family Wealth sold 14,033 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2023, an estimated $1.24M.
  • Horizon Family Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and held it in 7 quarters.
  • Horizon Family Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.24M in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

Based on Horizon Family Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.