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

Permit 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
2022 Q1	$156K	Buy	+1,708	New	+$154K	0.06%	73

Other funds holding IVOO

LMIM

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Permit Capital Advisors's IVOO Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2022: 1,708 shares worth $156K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.

Permit Capital Advisors held 1,708 shares of Vanguard S&P Mid-Cap 400 ETF worth $156K as of Q1 2022.
Vanguard S&P Mid-Cap 400 ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard S&P Mid-Cap 400 ETF made up 0.06% of Permit Capital Advisors's portfolio in Q1 2022, its #73 holding.
180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.