United Capital Financial Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

United Capital Financial 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
2021 Q2	–	Sell	-5,640	Closed	-$498K	–	1239
2021 Q1	$498K	Hold	5,640	–	–	﹤0.01%	846
2020 Q4	$439K	Buy	5,640 +142	+3%	+$10.1K	﹤0.01%	879
2020 Q3	$345K	Buy	5,498 +326	+6%	+$20.6K	﹤0.01%	917
2020 Q2	$311K	Hold	5,172	–	–	﹤0.01%	990
2020 Q1	$252K	Hold	5,172	–	–	﹤0.01%	1013
2019 Q4	$359K	Hold	5,172	–	–	﹤0.01%	1079
2019 Q3	$337K	Hold	5,172	–	–	﹤0.01%	1047
2019 Q2	$339K	Hold	5,172	–	–	﹤0.01%	1165
2019 Q1	$331K	Sell	5,172 -450	-8%	-$28K	﹤0.01%	1095
2018 Q4	$314K	Sell	5,622 -370	-6%	-$22.8K	﹤0.01%	1045
2018 Q3	$407K	Hold	5,992	–	–	﹤0.01%	1013
2018 Q2	$394K	Buy	5,992 +366	+7%	+$23.8K	﹤0.01%	1002
2018 Q1	$356K	Buy	5,626 +94	+2%	+$6.06K	﹤0.01%	1039
2017 Q4	$354K	Hold	5,532	–	–	﹤0.01%	1059
2017 Q3	$334K	Hold	5,532	–	–	﹤0.01%	1077
2017 Q2	$325K	Sell	5,532 -846	-13%	-$49.3K	﹤0.01%	1049
2017 Q1	$369K	Buy	6,378 +846	+15%	+$48.5K	﹤0.01%	984
2016 Q4	$308K	Sell	5,532 -2,918	-35%	-$156K	﹤0.01%	1043
2016 Q3	$442K	Buy	+8,450	New	+$440K	﹤0.01%	995

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

United Capital Financial Advisors's IVOO Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2021, closing a stake of 5,640 shares — an estimated $498K sold.

United Capital Financial Advisors first reported a position in IVOO in Q3 2016 and held it in 19 quarters. The position peaked at $498K in Q1 2021. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

United Capital Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 5,640 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2021, an estimated $498K.
United Capital Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2016 and held it in 19 quarters.
United Capital Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $498K in Q1 2021.
163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.