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

Fourth Dimension Wealth’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	–	Sell	-10	Closed	-$1.12K	–	616
2025 Q4	$1.12K	Hold	10	–	–	﹤0.01%	552
2025 Q3	$1.1K	Hold	10	–	–	﹤0.01%	543
2025 Q2	$1.05K	Sell	10 -35	-78%	-$3.48K	﹤0.01%	552
2025 Q1	$4.44K	Hold	45	–	–	﹤0.01%	504
2024 Q4	$4.75K	Buy	+45	New	+$4.89K	﹤0.01%	505

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fourth Dimension Wealth's IVOO Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 10 shares — an estimated $1.12K sold.

Fourth Dimension Wealth first reported a position in IVOO in Q4 2024 and held it in 5 quarters. The position peaked at $4.75K in Q4 2024. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Fourth Dimension Wealth reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
Fourth Dimension Wealth sold 10 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $1.12K.
Fourth Dimension Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 5 quarters.
Fourth Dimension Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.75K in Q4 2024.
300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.