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

RE Dickinson 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	$46.6K	Buy	+442	New	+$48K	0.03%	91

Other funds holding IVOO

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

RE Dickinson Investment Advisors's IVOO Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2024: 442 shares worth $46.6K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings.

272 funds tracked by Wall St. Rank hold IVOO as of Q4 2024.

RE Dickinson Investment Advisors held 442 shares of Vanguard S&P Mid-Cap 400 ETF worth $46.6K as of Q4 2024.
Vanguard S&P Mid-Cap 400 ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #91 holding.
272 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2024.

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