Intellectus Partners, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Intellectus Partners, LLC

$361 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-61 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	61 New	61 $12,000

Others Institutions Holding IVOO

# of Institutions

252

Shares Held

9.12M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.18M
Shares

$124 Million
0.01% of portfolio
Morgan Stanley New York, NY

985K
Shares

$104 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$94.9 Million
5.16% of portfolio
Ubs Group Ag

570K
Shares

$60.1 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

368K
Shares

$38.8 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
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