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

Anson Capital’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
2026 Q1	$734K	Sell	6,422 -11	-0.2%	-$1.29K	0.5%	42
2025 Q4	$719K	Buy	6,433 +84	+1%	+$9.31K	0.52%	42
2025 Q3	$701K	Buy	6,349 +277	+5%	+$30.1K	0.53%	36
2025 Q2	$637K	Buy	6,072 +226	+4%	+$22.5K	0.51%	40
2025 Q1	$577K	Sell	5,846 -5,361	-48%	-$564K	0.5%	42
2024 Q4	$1.18M	Buy	11,207 +367	+3%	+$39.9K	1.03%	25
2024 Q3	$1.15M	Sell	10,840 -912	-8%	-$93.1K	1.02%	26
2024 Q2	$1.16M	Sell	11,752 -41	-0.3%	-$4.08K	1.15%	23
2024 Q1	$1.21M	Sell	11,793 -253	-2%	-$24.3K	1.75%	19
2023 Q4	$1.13M	Buy	12,046 +1,331	+12%	+$114K	1.87%	16
2023 Q3	$906K	Buy	10,715 +43	+0.4%	+$3.81K	1.72%	17
2023 Q2	$945K	Sell	10,672 -707	-6%	-$59.5K	1.75%	15
2023 Q1	$964K	Sell	11,379 -1,041	-8%	-$89.7K	1.56%	20
2022 Q4	$1.02M	Buy	12,420 +238	+2%	+$19.5K	1.34%	22
2022 Q3	$905K	Sell	12,182 -16	-0.1%	-$1.31K	1.22%	24
2022 Q2	$934K	Buy	12,198 +58	+0.5%	+$4.85K	0.99%	25
2022 Q1	$1.1M	Sell	12,140 -2,532	-17%	-$228K	1.04%	26
2021 Q4	$1.31M	Buy	+14,672	New	+$1.38M	1.29%	22

Other funds holding IVOO

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management

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

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

Raymond James Financial

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return