SEI Investments
IVOO icon

SEI Investments’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-572
Closed -$38K – 2971
2018
Q2 		$38K Buy
572
+420
+276% +$27.4K ﹤0.01% 2593
2018
Q1 		$10K Buy
+152
New +$9.8K ﹤0.01% 2871
2017
Q4 		– Sell
-732
Closed -$44K – 3409
2017
Q3 		$44K Buy
+732
New +$43.1K ﹤0.01% 2306
2016
Q4 		– Sell
-414
Closed -$22K – 2992
2016
Q3 		$22K Buy
+414
New +$21.6K ﹤0.01% 2257

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return