Bristlecone Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bristlecone Advisors’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	$227K	Hold	2,058	–	–	0.02%	225
2025 Q2	$216K	Hold	2,058	–	–	0.02%	215
2025 Q1	$203K	Hold	2,058	–	–	0.02%	273
2024 Q4	$217K	Hold	2,058	–	–	0.02%	270
2024 Q3	$217K	Hold	2,058	–	–	0.02%	269
2024 Q2	$204K	Buy	+2,058	New	+$205K	0.02%	271
2023 Q3	–	Sell	-2,058	Closed	-$182K	–	269
2023 Q2	$182K	Hold	2,058	–	–	0.02%	263
2023 Q1	$174K	Buy	+2,058	New	+$177K	0.02%	263
2020 Q4	–	Sell	-2,058	Closed	-$129K	–	200
2020 Q3	$129K	Buy	+2,058	New	+$130K	0.02%	184
2017 Q4	–	Sell	-2,758	Closed	-$167K	–	206
2017 Q3	$167K	Buy	+2,758	New	+$162K	0.05%	145
2017 Q1	–	Sell	-3,618	Closed	-$201K	–	153
2016 Q4	$201K	Buy	+3,618	New	+$193K	0.07%	149

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

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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

Bristlecone Advisors's IVOO Position: Q3 2025 in Review

Bristlecone Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2025 at 2,058 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #225.

Bristlecone Advisors first reported a position in IVOO in Q4 2016 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Bristlecone Advisors held 2,058 shares of Vanguard S&P Mid-Cap 400 ETF worth $227K as of Q3 2025.
Bristlecone Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2025.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #225 holding.
Bristlecone Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2016 and has held it in 11 quarters since.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.