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Summit X LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-446
Closed -$502 – 337
2020
Q3 		$502 Buy
+446
New +$28.2K 0.01% 310

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
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit X LLC's IVOO Position: Q4 2020 in Review

Summit X LLC sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2020, closing a stake of 446 shares — an estimated $502 sold.

Summit X LLC first reported a position in IVOO in Q3 2020 and held it in 1 quarter. The position peaked at $502 in Q3 2020. 149 funds tracked by Wall St. Rank hold IVOO as of Q4 2020.

  • Summit X LLC reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 446 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2020, an estimated $502.
  • Summit X LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's Vanguard S&P Mid-Cap 400 ETF position peaked at $502 in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.