Hemenway Trust Hemenway Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Hemenway Trust Hemenway Trust’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	$418K	Hold	3,660	–	–	0.03%	89
2025 Q4	$409K	Buy	3,660 +1,168	+47%	+$129K	0.03%	90
2025 Q3	$275K	Hold	2,492	–	–	0.02%	104
2025 Q2	$262K	Hold	2,492	–	–	0.02%	110
2025 Q1	$246K	Hold	2,492	–	–	0.02%	112
2024 Q4	$263K	Hold	2,492	–	–	0.02%	106
2024 Q3	$263K	Buy	+2,492	New	+$254K	0.02%	118

Other funds holding IVOO

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 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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemenway Trust Hemenway Trust's IVOO Position: Q1 2026 in Review

Hemenway Trust Hemenway Trust held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 3,660 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #89.

Hemenway Trust Hemenway Trust first reported a position in IVOO in Q3 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Hemenway Trust Hemenway Trust held 3,660 shares of Vanguard S&P Mid-Cap 400 ETF worth $418K as of Q1 2026.
Hemenway Trust Hemenway Trust left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Hemenway Trust Hemenway Trust's portfolio in Q1 2026, its #89 holding.
Hemenway Trust Hemenway Trust first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2026, filed 7 May 2026.