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

Reilly Financial 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
2021
Q4 		$7K Hold
68
– – ﹤0.01% 783
2021
Q3 		$6K Buy
68
+18
+36% +$1.64K ﹤0.01% 724
2021
Q2 		$5K Buy
+50
New +$4.57K ﹤0.01% 793

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Reilly Financial Advisors's IVOO Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q4 2021 at 68 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Reilly Financial Advisors first reported a position in IVOO in Q2 2021 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold IVOO as of Q4 2021.

  • Reilly Financial Advisors held 68 shares of Vanguard S&P Mid-Cap 400 ETF worth $7K as of Q4 2021.
  • Reilly Financial Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q4 2021.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #783 holding.
  • Reilly Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2021 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.