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J.W. Cole Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

J.W. Cole 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
2025
Q1 		– Sell
-11,892
Closed -$1.25M – 1314
2024
Q4 		$1.25M Sell
11,892
-818
-6% -$88.9K 0.05% 351
2024
Q3 		$1.34M Buy
12,710
+2,835
+29% +$290K 0.06% 325
2024
Q2 		$979K Sell
9,875
-7,096
-42% -$707K 0.05% 359
2024
Q1 		$1.75M Buy
+16,971
New +$1.63M 0.09% 233

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

J.W. Cole Advisors's IVOO Position: Q1 2025 in Review

J.W. Cole Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 11,892 shares — an estimated $1.25M sold.

J.W. Cole Advisors first reported a position in IVOO in Q1 2024 and held it in 4 quarters. The position peaked at $1.75M in Q1 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

  • J.W. Cole Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,892 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $1.25M.
  • J.W. Cole Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and held it in 4 quarters.
  • J.W. Cole Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.75M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on J.W. Cole Advisors's 13F filing for Q1 2025, filed 5 May 2025.