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

Bradley & Co Private 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
2026 Q1	$1.14K	Hold	10	–	–	﹤0.01%	195
2025 Q4	$1.12K	Hold	10	–	–	﹤0.01%	197
2025 Q3	$1.1K	Hold	10	–	–	﹤0.01%	191
2025 Q2	$1.05K	Hold	10	–	–	﹤0.01%	180
2025 Q1	$987	Hold	10	–	–	﹤0.01%	174
2024 Q4	$1.05K	Buy	+10	New	+$1.09K	﹤0.01%	175
2024 Q2	$991	Hold	10	–	–	﹤0.01%	168
2024 Q1	$1.03K	Buy	+10	New	+$959	﹤0.01%	169

Other funds holding IVOO

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

HFS

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

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

LMIM

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

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

SILC

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

Bradley & Co Private Wealth Management's IVOO Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 10 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Bradley & Co Private Wealth Management first reported a position in IVOO in Q1 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Bradley & Co Private Wealth Management held 10 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.14K as of Q1 2026.
Bradley & Co Private Wealth Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #195 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.