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

Bridges Investment 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
Q1 		– Sell
-2,370
Closed -$250K – 405
2024
Q4 		$250K Hold
2,370
– – ﹤0.01% 371
2024
Q3 		$250K Hold
2,370
– – ﹤0.01% 375
2024
Q2 		$235K Buy
+2,370
New +$236K ﹤0.01% 374

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bridges Investment Management's IVOO Position: Q1 2025 in Review

Bridges Investment Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 2,370 shares — an estimated $250K sold.

Bridges Investment Management first reported a position in IVOO in Q2 2024 and held it in 3 quarters. The position peaked at $250K in Q3 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

  • Bridges Investment Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
  • Bridges Investment Management sold 2,370 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $250K.
  • Bridges Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and held it in 3 quarters.
  • Bridges Investment Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $250K in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on Bridges Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.