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

Sound View Wealth 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
2019
Q1 		$435K Buy
6,802
+1,248
+22% +$77.7K 0.14% 152
2018
Q4 		$311K Buy
+5,554
New +$342K 0.11% 166

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
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
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Sound View Wealth Advisors's IVOO Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 22% in Q1 2019, buying an estimated $77.7K and bringing the position to 6,802 shares worth $435K. The position accounts for 0.14% of the portfolio, ranked #152.

Sound View Wealth Advisors first reported a position in IVOO in Q4 2018 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold IVOO as of Q1 2019.

  • Sound View Wealth Advisors held 6,802 shares of Vanguard S&P Mid-Cap 400 ETF worth $435K as of Q1 2019.
  • Sound View Wealth Advisors bought 1,248 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2019, an estimated $77.7K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.14% of Sound View Wealth Advisors's portfolio in Q1 2019, its #152 holding.
  • Sound View Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.