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

Edge Financial 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 Q1	–	Sell	-16,112	Closed	-$1.7M	–	110
2024 Q4	$1.7M	Buy	16,112 +114	+0.7%	+$12.4K	1.52%	24
2024 Q3	$1.69M	Buy	15,998 +2,114	+15%	+$216K	1.5%	25
2024 Q2	$1.38M	Buy	13,884 +6,565	+90%	+$654K	1.42%	28
2024 Q1	$762K	Buy	+7,319	New	+$702K	0.67%	50

Other funds holding IVOO

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

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Financial Advisors's IVOO Position: Q1 2025 in Review

Edge Financial Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 16,112 shares — an estimated $1.7M sold.

Edge Financial Advisors first reported a position in IVOO in Q1 2024 and held it in 4 quarters. The position peaked at $1.7M in Q4 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

Edge Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
Edge Financial Advisors sold 16,112 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $1.7M.
Edge Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and held it in 4 quarters.
Edge Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.7M in Q4 2024.
268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.