HJA
IVOO icon

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

Hugh Johnson 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
2013
Q4 		– Sell
-18,256
Closed -$765K – 82
2013
Q3 		$765K Buy
18,256
+9,320
+104% +$383K 0.32% 56
2013
Q2 		$348K Buy
+8,936
New +$348K 0.16% 56

Other funds holding IVOO

TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hugh Johnson Advisors's IVOO Position: Q4 2013 in Review

Hugh Johnson Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2013, closing a stake of 18,256 shares — an estimated $765K sold.

Hugh Johnson Advisors first reported a position in IVOO in Q2 2013 and held it in 2 quarters. The position peaked at $765K in Q3 2013. 26 funds tracked by Wall St. Rank hold IVOO as of Q4 2013.

  • Hugh Johnson Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2013 after selling out during the quarter.
  • Hugh Johnson Advisors sold 18,256 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2013, an estimated $765K.
  • Hugh Johnson Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2013 and held it in 2 quarters.
  • Hugh Johnson Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $765K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2013.

Based on Hugh Johnson Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.