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

FSA 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 Q3	$55.2K	Sell	453 -37	-8%	-$4.03K	0.02%	149
2025 Q2	$56.1K	Sell	490 -20	-4%	-$1.99K	0.02%	144
2025 Q1	$54.5K	Sell	510 -437	-46%	-$46K	0.02%	144
2024 Q4	$99.9K	Buy	947 +6	+0.6%	+$652	0.04%	90
2024 Q3	$99.3K	Buy	+941	New	+$96.1K	0.04%	94
2024 Q1	$96.5K	Buy	+937	New	+$89.9K	0.04%	87

Other funds holding IVOO

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

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

HFS

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

LMIM

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

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

SILC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's IVOO Position: Q3 2025 in Review

FSA Wealth Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 7.6% in Q3 2025, selling an estimated $4.03K and leaving 453 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #149.

FSA Wealth Management first reported a position in IVOO in Q1 2024 and has held it in 6 quarters since. The position peaked at $99.9K in Q4 2024. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

FSA Wealth Management held 453 shares of Vanguard S&P Mid-Cap 400 ETF worth $55.2K as of Q3 2025.
FSA Wealth Management sold 37 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $4.03K.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #149 holding.
FSA Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 6 quarters since.
FSA Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $99.9K in Q4 2024.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.