KPAG
IVOO icon

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

KLS Professional Advisors Group’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
2019
Q2 		$264K Hold
4,018
– – 0.01% 23
2019
Q1 		$257K Buy
+4,018
New +$250K 0.01% 28

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KLS Professional Advisors Group's IVOO Position: Q2 2019 in Review

KLS Professional Advisors Group held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2019 at 4,018 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #23.

KLS Professional Advisors Group first reported a position in IVOO in Q1 2019 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold IVOO as of Q2 2019.

  • KLS Professional Advisors Group held 4,018 shares of Vanguard S&P Mid-Cap 400 ETF worth $264K as of Q2 2019.
  • KLS Professional Advisors Group left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2019.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of KLS Professional Advisors Group's portfolio in Q2 2019, its #23 holding.
  • KLS Professional Advisors Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.