MUFG Americas’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

MUFG Americas’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 Q2	–	Sell	-716	Closed	-$35K	–	691
2020 Q1	$35K	Hold	716	–	–	﹤0.01%	533
2019 Q4	$50K	Hold	716	–	–	﹤0.01%	542
2019 Q3	$47K	Hold	716	–	–	﹤0.01%	543
2019 Q2	$47K	Sell	716 -234	-25%	-$15.2K	﹤0.01%	532
2019 Q1	$61K	Buy	+950	New	+$59.2K	﹤0.01%	485

Other funds holding IVOO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

MUFG Americas's IVOO Position: Q2 2020 in Review

MUFG Americas sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2020, closing a stake of 716 shares — an estimated $35K sold.

MUFG Americas first reported a position in IVOO in Q1 2019 and held it in 5 quarters. The position peaked at $61K in Q1 2019. 124 funds tracked by Wall St. Rank hold IVOO as of Q2 2020.

MUFG Americas reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2020 after selling out during the quarter.
MUFG Americas sold 716 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2020, an estimated $35K.
MUFG Americas first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and held it in 5 quarters.
MUFG Americas's Vanguard S&P Mid-Cap 400 ETF position peaked at $61K in Q1 2019.
124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2020.

Based on MUFG Americas's 13F filing for Q2 2020, filed 6 Aug 2020.