EWM
IVOO icon

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

Evermay 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
2025
Q1 		– Sell
-1,039
Closed -$110K – 594
2024
Q4 		$110K Buy
1,039
+7
+0.7% +$761 0.02% 250
2024
Q3 		$109K Buy
1,032
+4
+0.4% +$408 0.02% 262
2024
Q2 		$102K Hold
1,028
– – 0.02% 269
2024
Q1 		$106K Buy
1,028
+2
+0.2% +$192 0.02% 273
2023
Q4 		$96.4K Buy
1,026
+8
+0.8% +$688 0.02% 261
2023
Q3 		$86K Buy
1,018
+3
+0.3% +$266 0.02% 250
2023
Q2 		$89.8K Hold
1,015
– – 0.02% 252
2023
Q1 		$85.9K Sell
1,015
-3,763
-79% -$324K 0.02% 249
2022
Q4 		$391K Buy
4,778
+106
+2% +$8.67K 0.08% 115
2022
Q3 		$347K Buy
4,672
+136
+3% +$11.1K 0.07% 121
2022
Q2 		$347K Buy
4,536
+6
+0.1% +$502 0.07% 122
2022
Q1 		$412K Buy
4,530
+242
+6% +$21.8K 0.07% 123
2021
Q4 		$410K Buy
4,288
+126
+3% +$11.9K 0.07% 110
2021
Q3 		$371K Buy
4,162
+82
+2% +$7.47K 0.07% 110
2021
Q2 		$371K Buy
4,080
+168
+4% +$15.4K 0.07% 122
2021
Q1 		$345K Buy
3,912
+98
+3% +$8.28K 0.07% 126
2020
Q4 		$297K Buy
3,814
+38
+1% +$2.71K 0.07% 137
2020
Q3 		$237K Sell
3,776
-104
-3% -$6.58K 0.06% 143
2020
Q2 		$233K Buy
+3,880
New +$218K 0.06% 136
2020
Q1 		– Sell
-3,188
Closed -$221K – 147
2019
Q4 		$221K Buy
3,188
+110
+4% +$7.36K 0.05% 151
2019
Q3 		$201K Buy
+3,078
New +$200K 0.05% 146

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

Evermay Wealth Management's IVOO Position: Q1 2025 in Review

Evermay Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 1,039 shares — an estimated $110K sold.

Evermay Wealth Management first reported a position in IVOO in Q3 2019 and held it in 21 quarters. The position peaked at $412K in Q1 2022. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

  • Evermay Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 1,039 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $110K.
  • Evermay Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2019 and held it in 21 quarters.
  • Evermay Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $412K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.