Asset Planning Corporation’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Asset Planning Corporation’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 Q3	$8.57M	Buy	77,674 +889	+1%	+$96.7K	4.07%	9
2025 Q2	$8.06M	Buy	76,785 +16,495	+27%	+$1.64M	4.29%	9
2025 Q1	$5.95M	Buy	60,290 +1,828	+3%	+$192K	3.51%	10
2024 Q4	$6.17M	Buy	58,462 +5,274	+10%	+$573K	3.86%	10
2024 Q3	$5.62M	Buy	53,188 +1,165	+2%	+$119K	3.67%	12
2024 Q2	$5.16M	Buy	52,023 +3,663	+8%	+$365K	3.86%	11
2024 Q1	$4.98M	Buy	+48,360	New	+$4.64M	3.64%	12

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

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

HFS

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

LMIM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Asset Planning Corporation's IVOO Position: Q3 2025 in Review

Asset Planning Corporation increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.2% in Q3 2025, buying an estimated $96.7K and bringing the position to 77,674 shares worth $8.57M. The position accounts for 4.07% of the portfolio, ranked #9.

Asset Planning Corporation first reported a position in IVOO in Q1 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Asset Planning Corporation held 77,674 shares of Vanguard S&P Mid-Cap 400 ETF worth $8.57M as of Q3 2025.
Asset Planning Corporation bought 889 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $96.7K.
Vanguard S&P Mid-Cap 400 ETF made up 4.07% of Asset Planning Corporation's portfolio in Q3 2025, its #9 holding.
Asset Planning Corporation first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.