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

FourThought Financial Partners’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 		$892K Buy
7,807
+4,523
+138% +$531K 0.08% 147
2025
Q4 		$367K Buy
+3,284
New +$364K 0.03% 265

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LMIM
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
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FourThought Financial Partners's IVOO Position: Q1 2026 in Review

FourThought Financial Partners increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 138% in Q1 2026, buying an estimated $531K and bringing the position to 7,807 shares worth $892K. The position accounts for 0.08% of the portfolio, ranked #147.

FourThought Financial Partners first reported a position in IVOO in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • FourThought Financial Partners held 7,807 shares of Vanguard S&P Mid-Cap 400 ETF worth $892K as of Q1 2026.
  • FourThought Financial Partners bought 4,523 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $531K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.08% of FourThought Financial Partners's portfolio in Q1 2026, its #147 holding.
  • FourThought Financial Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.