First Bancorp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

First Bancorp’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
2026 Q1	$1.3M	Sell	11,363 -165	-1%	-$19.4K	0.65%	36
2025 Q4	$1.29M	Hold	11,528	–	–	0.69%	36
2025 Q3	$1.27M	Buy	11,528 +41	+0.4%	+$4.46K	0.68%	35
2025 Q2	$1.21M	Hold	11,487	–	–	0.69%	34
2025 Q1	$1.13M	Hold	11,487	–	–	0.74%	33
2024 Q4	$1.21M	Hold	11,487	–	–	0.83%	27
2024 Q3	$1.21M	Sell	11,487 -933	-8%	-$95.3K	0.84%	28
2024 Q2	$1.23M	Hold	12,420	–	–	0.91%	24
2024 Q1	$1.28M	Hold	12,420	–	–	0.97%	23
2023 Q4	$1.17M	Hold	12,420	–	–	0.92%	23
2023 Q3	$1.05M	Hold	12,420	–	–	0.92%	23
2023 Q2	$1.1M	Sell	12,420 -1,280	-9%	-$108K	0.91%	23
2023 Q1	$1.16M	Hold	13,700	–	–	0.99%	19
2022 Q4	$1.12M	Hold	13,700	–	–	0.94%	20
2022 Q3	$1.02M	Hold	13,700	–	–	0.92%	21
2022 Q2	$1.05M	Hold	13,700	–	–	0.99%	18
2022 Q1	$1.25M	Hold	13,700	–	–	1.14%	15
2021 Q4	$1.31M	Sell	13,700 -30	-0.2%	-$2.83K	1.14%	17
2021 Q3	$1.22M	Buy	+13,730	New	+$1.25M	1.16%	17
2021 Q1	$1.21M	Buy	+13,730	New	+$1.16M	1.19%	13

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return