Atticus Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Atticus Wealth Management’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	–	Sell	-405	Closed	-$42.6K	–	414
2025 Q2	$42.6K	Buy	+405	New	+$40.3K	0.01%	331
2023 Q4	–	Sell	-18	Closed	-$1.52K	–	585
2023 Q3	$1.52K	Hold	18	–	–	﹤0.01%	521
2023 Q2	$1.59K	Hold	18	–	–	﹤0.01%	512
2023 Q1	$1.52K	Hold	18	–	–	﹤0.01%	485
2022 Q4	$1.47K	Hold	18	–	–	﹤0.01%	477
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	542
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	576
2022 Q1	$2K	Buy	+18	New	+$1.62K	﹤0.01%	526

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atticus Wealth Management's IVOO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2025, closing a stake of 405 shares — an estimated $42.6K sold.

Atticus Wealth Management first reported a position in IVOO in Q1 2022 and held it in 8 quarters. The position peaked at $42.6K in Q2 2025. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Atticus Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 405 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $42.6K.
Atticus Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and held it in 8 quarters.
Atticus Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $42.6K in Q2 2025.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.