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Wellesley Investment Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Wellesley Investment Partners’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
Q3 		$285K Sell
4,550
-742
-14% -$46.9K 0.1% 82
2020
Q2 		$318K Sell
5,292
-884
-14% -$49.7K 0.11% 75
2020
Q1 		$300K Sell
6,176
-2,032
-25% -$128K 0.12% 80
2019
Q4 		$570K Sell
8,208
-298
-4% -$19.9K 0.18% 66
2019
Q3 		$555K Sell
8,506
-412
-5% -$26.7K 0.18% 67
2019
Q2 		$585K Sell
8,918
-492
-5% -$31.9K 0.2% 66
2019
Q1 		$601K Hold
9,410
– – 0.21% 70
2018
Q4 		$526K Hold
9,410
– – 0.19% 74
2018
Q3 		$639K Sell
9,410
-378
-4% -$25.6K 0.21% 73
2018
Q2 		$643K Buy
9,788
+368
+4% +$24K 0.22% 74
2018
Q1 		$596K Sell
9,420
-288
-3% -$18.6K 0.21% 75
2017
Q4 		$620K Hold
9,708
– – 0.23% 73
2017
Q3 		$586K Sell
9,708
-382
-4% -$22.5K 0.24% 70
2017
Q2 		$592K Sell
10,090
-2,078
-17% -$121K 0.25% 72
2017
Q1 		$703K Sell
12,168
-1,326
-10% -$76.1K 0.31% 63
2016
Q4 		$751K Buy
13,494
+2,090
+18% +$112K 0.36% 52
2016
Q3 		$596K Sell
11,404
-2,090
-15% -$109K 0.31% 59
2016
Q2 		$676K Sell
13,494
-3,194
-19% -$158K 0.36% 44
2016
Q1 		$810K Sell
16,688
-136
-0.8% -$6.11K 0.49% 29
2015
Q4 		$789K Buy
+16,824
New +$808K 0.54% 23

Other funds holding IVOO

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
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
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wellesley Investment Partners's IVOO Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 14% in Q3 2020, selling an estimated $46.9K and leaving 4,550 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #82.

Wellesley Investment Partners first reported a position in IVOO in Q4 2015 and has held it in 20 quarters since. The position peaked at $810K in Q1 2016. 130 funds tracked by Wall St. Rank hold IVOO as of Q3 2020.

  • Wellesley Investment Partners held 4,550 shares of Vanguard S&P Mid-Cap 400 ETF worth $285K as of Q3 2020.
  • Wellesley Investment Partners sold 742 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2020, an estimated $46.9K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.1% of Wellesley Investment Partners's portfolio in Q3 2020, its #82 holding.
  • Wellesley Investment Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $810K in Q1 2016.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.