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OneDigital Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

OneDigital Investment 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
2024
Q4 		– Sell
-1,940
Closed -$205K – 1463
2024
Q3 		$205K Buy
+1,940
New +$198K ﹤0.01% 1358

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's IVOO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2024, closing a stake of 1,940 shares — an estimated $205K sold.

OneDigital Investment Advisors first reported a position in IVOO in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 272 funds tracked by Wall St. Rank hold IVOO as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,940 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2024, an estimated $205K.
  • OneDigital Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $205K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.