Pathstone Family Office’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Pathstone Family Office’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
2023 Q3	$8.9M	Buy	+105,293	New	+$9.34M	0.07%	187

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Pathstone Family Office's IVOO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2023: 105,293 shares worth $8.9M. The stake represents 0.07% of the portfolio and ranks #187 among its holdings.

198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

Pathstone Family Office held 105,293 shares of Vanguard S&P Mid-Cap 400 ETF worth $8.9M as of Q3 2023.
Vanguard S&P Mid-Cap 400 ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Pathstone Family Office's portfolio in Q3 2023, its #187 holding.
198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.