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

Simplicity Wealth’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
Q3 		– Sell
-12,969
Closed -$1.29M – 843
2024
Q2 		$1.29M Buy
12,969
+112
+0.9% +$11.2K 0.03% 453
2024
Q1 		$1.32M Buy
+12,857
New +$1.23M 0.03% 449

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Simplicity Wealth's IVOO Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 12,969 shares — an estimated $1.29M sold.

Simplicity Wealth first reported a position in IVOO in Q1 2024 and held it in 2 quarters. The position peaked at $1.32M in Q1 2024. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 12,969 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024, an estimated $1.29M.
  • Simplicity Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.32M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.