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

Creekmur Asset 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 Q3	$16.4K	Hold	149	–	–	﹤0.01%	464
2025 Q2	$15.6K	Hold	149	–	–	﹤0.01%	465
2025 Q1	$14.7K	Hold	149	–	–	﹤0.01%	436
2024 Q4	$15.7K	Hold	149	–	–	﹤0.01%	368
2024 Q3	$15.7K	Hold	149	–	–	﹤0.01%	383
2024 Q2	$14.8K	Hold	149	–	–	﹤0.01%	438
2024 Q1	$15.3K	Buy	+149	New	+$14.3K	0.01%	416

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

Creekmur Asset Management's IVOO Position: Q3 2025 in Review

Creekmur Asset Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2025 at 149 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Creekmur Asset Management first reported a position in IVOO in Q1 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Creekmur Asset Management held 149 shares of Vanguard S&P Mid-Cap 400 ETF worth $16.4K as of Q3 2025.
Creekmur Asset Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2025.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #464 holding.
Creekmur Asset Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.