Beacon Capital Management LLC (Tennessee)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-141	Closed	-$14.8K	–	575
2025 Q2	$14.8K	Hold	141	–	–	﹤0.01%	555
2025 Q1	$13.9K	Hold	141	–	–	﹤0.01%	556
2024 Q4	$14.8K	Buy	141 +1	+0.7%	+$109	﹤0.01%	530
2024 Q3	$14.8K	Hold	140	–	–	﹤0.01%	562
2024 Q2	$13.9K	Hold	140	–	–	﹤0.01%	513
2024 Q1	$14.4K	Hold	140	–	–	﹤0.01%	512
2023 Q4	$11.8K	Hold	140	–	–	﹤0.01%	483
2023 Q3	$12.4K	Hold	140	–	–	﹤0.01%	501
2023 Q2	$12.4K	Hold	140	–	–	﹤0.01%	501
2023 Q1	$11.9K	Buy	+140	New	+$12.1K	﹤0.01%	462

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

Beacon Capital Management LLC (Tennessee)'s IVOO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2025, closing a stake of 141 shares — an estimated $14.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IVOO in Q1 2023 and held it in 10 quarters. The position peaked at $14.8K in Q4 2024. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 141 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $14.8K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard S&P Mid-Cap 400 ETF position peaked at $14.8K in Q4 2024.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.