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Private Ocean’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Private Ocean’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
Q2 		$61.4K Hold
620
– – 0.01% 243
2024
Q1 		$63.9K Buy
+620
New +$59.5K 0.01% 220
2018
Q2 		– Sell
-4
Closed – – 377
2018
Q1 		$0 Buy
+4
New +$258 ﹤0.01% 460

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Ocean's IVOO Position: Q2 2024 in Review

Private Ocean held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2024 at 620 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #243.

Private Ocean first reported a position in IVOO in Q1 2018 and has held it in 3 quarters since. The position peaked at $63.9K in Q1 2024. 234 funds tracked by Wall St. Rank hold IVOO as of Q2 2024.

  • Private Ocean held 620 shares of Vanguard S&P Mid-Cap 400 ETF worth $61.4K as of Q2 2024.
  • Private Ocean left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2024.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #243 holding.
  • Private Ocean first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and has held it in 3 quarters since.
  • Private Ocean's Vanguard S&P Mid-Cap 400 ETF position peaked at $63.9K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.