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

Benchmark 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 Q2	$298K	Buy	2,841 +84	+3%	+$8.35K	0.13%	61
2025 Q1	$272K	Sell	2,757 -61	-2%	-$6.42K	0.13%	58
2024 Q4	$297K	Buy	2,818 +40	+1%	+$4.35K	0.15%	43
2024 Q3	$293K	Sell	2,778 -120	-4%	-$12.3K	0.15%	46
2024 Q2	$287K	Sell	2,898 -85	-3%	-$8.47K	0.15%	45
2024 Q1	$307K	Buy	2,983 +58	+2%	+$5.56K	0.17%	42
2023 Q4	$275K	Sell	2,925 -125	-4%	-$10.7K	0.16%	42
2023 Q3	$258K	Sell	3,050 -215	-7%	-$19.1K	0.16%	42
2023 Q2	$289K	Buy	3,265 +247	+8%	+$20.8K	0.17%	40
2023 Q1	$253K	Sell	3,018 -1,590	-35%	-$137K	0.16%	44
2022 Q4	$377K	Sell	4,608 -174	-4%	-$14.2K	0.27%	36
2022 Q3	$355K	Buy	4,782 +596	+14%	+$48.8K	0.28%	33
2022 Q2	$321K	Sell	4,186 -98	-2%	-$8.19K	0.24%	34
2022 Q1	$389K	Buy	4,284 +74	+2%	+$6.66K	0.26%	30
2021 Q4	$403K	Sell	4,210 -28	-0.7%	-$2.64K	0.26%	27
2021 Q3	$377K	Sell	4,238 -218	-5%	-$19.9K	0.27%	24
2021 Q2	$405K	Buy	4,456 +430	+11%	+$39.3K	0.28%	23
2021 Q1	$355K	Sell	4,026 -614	-13%	-$51.9K	0.26%	26
2020 Q4	$361K	Sell	4,640 -38	-0.8%	-$2.71K	0.27%	26
2020 Q3	$294K	Sell	4,678 -328	-7%	-$20.7K	0.23%	28
2020 Q2	$301K	Hold	5,006	–	–	0.26%	28
2020 Q1	$244K	Hold	5,006	–	–	0.24%	30
2019 Q4	$348K	Buy	+5,006	New	+$335K	0.3%	28

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

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

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

LMIM

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

Benchmark Wealth Management's IVOO Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3% in Q2 2025, buying an estimated $8.35K and bringing the position to 2,841 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #61.

Benchmark Wealth Management first reported a position in IVOO in Q4 2019 and has held it in 23 quarters since. The position peaked at $405K in Q2 2021. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Benchmark Wealth Management held 2,841 shares of Vanguard S&P Mid-Cap 400 ETF worth $298K as of Q2 2025.
Benchmark Wealth Management bought 84 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $8.35K.
Vanguard S&P Mid-Cap 400 ETF made up 0.13% of Benchmark Wealth Management's portfolio in Q2 2025, its #61 holding.
Benchmark Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $405K in Q2 2021.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.