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

Mather 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
2024
Q3 		– Sell
-424
Closed -$43.7K – 1955
2024
Q2 		$43.7K Buy
+424
New +$42.2K ﹤0.01% 1035

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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Mather Group's IVOO Position: Q3 2024 in Review

Mather Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 424 shares — an estimated $43.7K sold.

Mather Group first reported a position in IVOO in Q2 2024 and held it in 1 quarter. The position peaked at $43.7K in Q2 2024. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

  • Mather Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 424 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024, an estimated $43.7K.
  • Mather Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $43.7K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.