Global Retirement Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $192K | Buy |
1,716
+3
| +0.2% | +$333 | ﹤0.01% | 1499 |
|
|
2025
Q3 | $189K | Buy |
1,713
+4
| +0.2% | +$435 | ﹤0.01% | 1209 |
|
|
2025
Q2 | $179K | Buy |
+1,709
| New | +$170K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $205K | Buy |
1,947
+848
| +77% | +$92.1K | 0.01% | 939 |
|
|
2024
Q3 | $116K | Buy |
1,099
+4
| +0.4% | +$408 | ﹤0.01% | 1169 |
|
|
2024
Q2 | $109K | Sell |
1,095
-362
| -25% | -$36.1K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $150K | Buy |
1,457
+9
| +0.6% | +$863 | 0.01% | 903 |
|
|
2023
Q4 | $133K | Buy |
1,448
+252
| +21% | +$21.7K | 0.01% | 913 |
|
|
2023
Q3 | $98.6K | Buy |
1,196
+6
| +0.5% | +$532 | 0.01% | 940 |
|
|
2023
Q2 | $105K | Hold |
1,190
| – | – | 0.01% | 924 |
|
|
2023
Q1 | $98.5K | Buy |
1,190
+718
| +152% | +$61.9K | 0.01% | 923 |
|
|
2022
Q4 | $38.6K | Buy |
472
+168
| +55% | +$13.7K | ﹤0.01% | 1208 |
|
|
2022
Q3 | $25K | Hold |
304
| – | – | ﹤0.01% | 1294 |
|
|
2022
Q2 | $23K | Sell |
304
-38
| -11% | -$3.18K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $28K | Buy |
+342
| New | +$30.8K | ﹤0.01% | 1216 |
|
|
2021
Q4 | – | Sell |
-342
| Closed | -$30K | – | 1026 |
|
|
2021
Q3 | $30K | Hold |
342
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q2 | $31K | Hold |
342
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q1 | $30K | Hold |
342
| – | – | ﹤0.01% | 974 |
|
|
2020
Q4 | $27K | Hold |
342
| – | – | ﹤0.01% | 944 |
|
|
2020
Q3 | $21K | Hold |
342
| – | – | ﹤0.01% | 902 |
|
|
2020
Q2 | $21K | Hold |
342
| – | – | ﹤0.01% | 887 |
|
|
2020
Q1 | $17K | Hold |
342
| – | – | ﹤0.01% | 849 |
|
|
2019
Q4 | $24K | Hold |
342
| – | – | ﹤0.01% | 881 |
|
|
2019
Q3 | $22K | Hold |
342
| – | – | ﹤0.01% | 869 |
|
|
2019
Q2 | $22K | Sell |
342
-596
| -64% | -$38.6K | ﹤0.01% | 858 |
|
|
2019
Q1 | $60K | Hold |
938
| – | – | 0.01% | 503 |
|
|
2018
Q4 | $52K | Hold |
938
| – | – | 0.01% | 505 |
|
|
2018
Q3 | $64K | Buy |
938
+130
| +16% | +$8.82K | 0.01% | 506 |
|
|
2018
Q2 | $53K | Hold |
808
| – | – | 0.01% | 528 |
|
|
2018
Q1 | $51K | Hold |
808
| – | – | 0.01% | 518 |
|
|
2017
Q4 | $52K | Buy |
808
+74
| +10% | +$4.62K | 0.01% | 486 |
|
|
2017
Q3 | $38K | Buy |
734
+2
| +0.3% | +$118 | 0.02% | 493 |
|
|
2017
Q2 | $38K | Hold |
732
| – | – | 0.02% | 467 |
|
|
2017
Q1 | $38K | Hold |
732
| – | – | 0.02% | 422 |
|
|
2016
Q4 | $38K | Buy |
+732
| New | +$39.1K | 0.03% | 391 |
|
Other funds holding IVOO
HFS
LMIM
AF
SILC
Global Retirement Partners's IVOO Position: Q4 2025 in Review
Global Retirement Partners increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.18% in Q4 2025, buying an estimated $333 and bringing the position to 1,716 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.
Global Retirement Partners first reported a position in IVOO in Q4 2016 and has held it in 35 quarters since. The position peaked at $205K in Q4 2024. 286 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.
- Global Retirement Partners held 1,716 shares of Vanguard S&P Mid-Cap 400 ETF worth $192K as of Q4 2025.
- Global Retirement Partners bought 3 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $333.
- Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1499 holding.
- Global Retirement Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $205K in Q4 2024.
- 286 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.