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Modera Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Modera Wealth Management’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
2022
Q1 		– Sell
-2,112
Closed -$202K – 473
2021
Q4 		$202K Buy
+2,112
New +$199K 0.01% 572

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Modera Wealth Management's IVOO Position: Q1 2022 in Review

Modera Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022, closing a stake of 2,112 shares — an estimated $202K sold.

Modera Wealth Management first reported a position in IVOO in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

  • Modera Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,112 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $202K.
  • Modera Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $202K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.