LFG
IVOO icon

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

LifePlan Financial 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
2020
Q3 		$539K Hold
8,590
– – 0.23% 76
2020
Q2 		$516K Hold
8,590
– – 0.24% 73
2020
Q1 		$418K Sell
8,590
-548
-6% -$34.4K 0.23% 74
2019
Q4 		$635K Sell
9,138
-558
-6% -$37.4K 0.28% 66
2019
Q3 		$633K Sell
9,696
-318
-3% -$20.6K 0.3% 63
2019
Q2 		$657K Buy
10,014
+18
+0.2% +$1.17K 0.32% 60
2019
Q1 		$639K Sell
9,996
-64
-0.6% -$3.98K 0.34% 55
2018
Q4 		$563K Buy
10,060
+22
+0.2% +$1.35K 0.35% 51
2018
Q3 		$682K Sell
10,038
-228
-2% -$15.5K 0.37% 48
2018
Q2 		$675K Buy
10,266
+30
+0.3% +$1.96K 0.38% 49
2018
Q1 		$649K Sell
10,236
-1,416
-12% -$91.3K 0.38% 51
2017
Q4 		$704K Hold
11,652
– – 0.45% 44
2017
Q3 		$704K Hold
11,652
– – 0.45% 44
2017
Q2 		$684K Sell
11,652
-604
-5% -$35.2K 0.47% 45
2017
Q1 		$709K Sell
12,256
-148
-1% -$8.49K 0.49% 47
2016
Q4 		$690K Sell
12,404
-174
-1% -$9.3K 0.49% 62
2016
Q3 		$658K Sell
12,578
-308
-2% -$16.1K 0.45% 50
2016
Q2 		$646K Sell
12,886
-322
-2% -$15.9K 0.44% 48
2016
Q1 		$641K Sell
13,208
-1,058
-7% -$47.5K 0.46% 46
2015
Q4 		$669K Buy
14,266
+2,850
+25% +$137K 0.48% 46
2015
Q3 		$525K Buy
11,416
+124
+1% +$6.09K 0.38% 46
2015
Q2 		$573K Buy
11,292
+444
+4% +$22.9K 0.38% 58
2015
Q1 		$556K Buy
10,848
+10
+0.1% +$498 0.37% 37
2014
Q4 		$528K Sell
10,838
-368
-3% -$17.5K 0.35% 39
2014
Q3 		$520K Buy
11,206
+46
+0.4% +$2.19K 0.44% 39
2014
Q2 		$539K Sell
11,160
-20
-0.2% -$926 0.38% 36
2014
Q1 		$518K Buy
11,180
+2,138
+24% +$96.6K 0.41% 36
2013
Q4 		$407K Buy
9,042
+520
+6% +$22.7K 0.28% 44
2013
Q3 		$357K Buy
+8,522
New +$350K 0.29% 38

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LifePlan Financial Group's IVOO Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2020 at 8,590 shares worth $539K. The position accounts for 0.23% of the portfolio, ranked #76.

LifePlan Financial Group first reported a position in IVOO in Q3 2013 and has held it in 29 quarters since. The position peaked at $709K in Q1 2017. 130 funds tracked by Wall St. Rank hold IVOO as of Q3 2020.

  • LifePlan Financial Group held 8,590 shares of Vanguard S&P Mid-Cap 400 ETF worth $539K as of Q3 2020.
  • LifePlan Financial Group left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2020.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.23% of LifePlan Financial Group's portfolio in Q3 2020, its #76 holding.
  • LifePlan Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2013 and has held it in 29 quarters since.
  • LifePlan Financial Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $709K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.