Miller Equity Capital Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Miller Equity Capital 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	-13,920	Closed	-$1.47M	–	23
2024 Q4	$1.47M	Hold	13,920	–	–	0.56%	38
2024 Q3	$1.47M	Hold	13,920	–	–	0.57%	37
2024 Q2	$1.38M	Hold	13,920	–	–	0.57%	37
2024 Q1	$1.43M	Hold	13,920	–	–	0.59%	38
2023 Q4	$1.31M	Hold	13,920	–	–	0.59%	37
2023 Q3	$1.18M	Hold	13,920	–	–	0.61%	37
2023 Q2	$1.23M	Hold	13,920	–	–	0.63%	37
2023 Q1	$1.18M	Hold	13,920	–	–	0.66%	36
2022 Q4	$1.14M	Hold	13,920	–	–	0.74%	36
2022 Q3	$1.03M	Hold	13,920	–	–	0.76%	39
2022 Q2	$1.07M	Hold	13,920	–	–	0.91%	38
2022 Q1	$1.26M	Hold	13,920	–	–	1.07%	31
2021 Q4	$1.33M	Hold	13,920	–	–	1.24%	29
2021 Q3	$1.24M	Hold	13,920	–	–	1.22%	28
2021 Q2	$1.27M	Hold	13,920	–	–	1.31%	28
2021 Q1	$1.23M	Hold	13,920	–	–	1.54%	24
2020 Q4	$1.08M	Hold	13,920	–	–	1.45%	27
2020 Q3	$874K	Hold	13,920	–	–	1.32%	25
2020 Q2	$837K	Buy	13,920 +620	+5%	+$34.9K	1.36%	19
2020 Q1	$647K	Buy	13,300 +1,780	+15%	+$112K	1.21%	23
2019 Q4	$800K	Buy	+11,520	New	+$771K	1.02%	26

Other funds holding IVOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Miller Equity Capital Advisors's IVOO Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 13,920 shares — an estimated $1.47M sold.

Miller Equity Capital Advisors first reported a position in IVOO in Q4 2019 and held it in 21 quarters. The position peaked at $1.47M in Q3 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 13,920 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $1.47M.
Miller Equity Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and held it in 21 quarters.
Miller Equity Capital Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.47M in Q3 2024.
268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.