Alaethes Wealth LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Alaethes Wealth LLC

$318 Million
Q2 2025

A detailed history of Alaethes Wealth LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Alaethes Wealth LLC holds 1,938 shares of IVOO stock, worth $215,660. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,938

Holding current value

$215,660

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$86.58 - $104.98 $167,792 - $203,451	1,938 New	1,938 $203,000

Others Institutions Holding IVOO

# of Institutions

305

Shares Held

13.6M

Call Options Held

Put Options Held

100

Goldman Sachs Group Inc New York, NY

1.5M
Shares

$167 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.18M
Shares

$131 Million
0.01% of portfolio
Ubs Group Ag

983K
Shares

$109 Million
0.02% of portfolio
Morgan Stanley New York, NY

969K
Shares

$108 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

750K
Shares

$83.5 Million
2.95% of portfolio

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Alaethes Wealth LLC Vanguard S&P Mid Cap 400 ETF Transaction History