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 Q2	$1.48M	Hold	11,363	–	–	0.58%	38
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 $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

First Bancorp's IVOO Position: Q2 2026 in Review

First Bancorp held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 11,363 shares worth $1.48M. The position accounts for 0.58% of the portfolio, ranked #38.

First Bancorp first reported a position in IVOO in Q1 2021 and has held it in 21 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

First Bancorp held 11,363 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.48M as of Q2 2026.
First Bancorp left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.58% of First Bancorp's portfolio in Q2 2026, its #38 holding.
First Bancorp first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 21 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.