Simplicity Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Simplicity Solutions’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
2023 Q4	$1.2M	Buy	+12,740	New	+$1.1M	0.03%	400
2023 Q2	–	Sell	-18,473	Closed	-$1.56M	–	1135
2023 Q1	$1.56M	Buy	+18,473	New	+$1.59M	0.04%	367
2019 Q2	–	Sell	-4,048	Closed	-$259K	–	765
2019 Q1	$259K	Buy	+4,048	New	+$252K	0.02%	588

Other funds holding IVOO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Simplicity Solutions's IVOO Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2023: 12,740 shares worth $1.2M. The stake represents 0.03% of the portfolio and ranks #400 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in IVOO as recently as Q1 2023.

Simplicity Solutions first reported a position in IVOO in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2023. 221 funds tracked by Wall St. Rank hold IVOO as of Q4 2023.

Simplicity Solutions held 12,740 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.2M as of Q4 2023.
Vanguard S&P Mid-Cap 400 ETF was a new Simplicity Solutions position in Q4 2023.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #400 holding.
Simplicity Solutions first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 3 quarters since.
Simplicity Solutions's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.56M in Q1 2023.
221 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.