Ameritas Advisory Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-248	Closed	-$27.4K	–	1542
2025 Q3	$27.4K	Sell	248 -2,874	-92%	-$313K	﹤0.01%	1322
2025 Q2	$328K	Sell	3,122 -2,766	-47%	-$275K	0.02%	609
2025 Q1	$583K	Buy	5,888 +1,007	+21%	+$106K	0.02%	533
2024 Q4	$515K	Buy	4,881 +854	+21%	+$92.8K	0.02%	586
2024 Q3	$425K	Buy	4,027 +1,469	+57%	+$150K	0.02%	583
2024 Q2	$254K	Buy	+2,558	New	+$255K	0.01%	786
2023 Q2	–	Sell	-488	Closed	-$41.2K	–	1561
2023 Q1	$41.2K	Buy	+488	New	+$42.1K	﹤0.01%	1339

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameritas Advisory Services's IVOO Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025, closing a stake of 248 shares — an estimated $27.4K sold.

Ameritas Advisory Services first reported a position in IVOO in Q1 2023 and held it in 7 quarters. The position peaked at $583K in Q1 2025. 286 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

Ameritas Advisory Services reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 248 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $27.4K.
Ameritas Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 7 quarters.
Ameritas Advisory Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $583K in Q1 2025.
286 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.