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

Hexagon Capital 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
2025 Q2	–	Sell	-600	Closed	-$59.2K	–	892
2025 Q1	$59.2K	Hold	600	–	–	0.01%	427
2024 Q4	$63.3K	Hold	600	–	–	0.01%	424
2024 Q3	$63.4K	Sell	600 -1,300	-68%	-$133K	0.01%	403
2024 Q2	$188K	Hold	1,900	–	–	0.04%	211
2024 Q1	$196K	Hold	1,900	–	–	0.04%	207
2023 Q4	$179K	Hold	1,900	–	–	0.04%	210
2023 Q3	$161K	Hold	1,900	–	–	0.04%	198
2023 Q2	$168K	Hold	1,900	–	–	0.04%	187
2023 Q1	$161K	Hold	1,900	–	–	0.05%	180
2022 Q4	$155K	Hold	1,900	–	–	0.05%	183
2022 Q3	$141K	Hold	1,900	–	–	0.04%	189
2022 Q2	$145K	Hold	1,900	–	–	0.04%	206
2022 Q1	$173K	Hold	1,900	–	–	0.05%	196
2021 Q4	$182K	Hold	1,900	–	–	0.05%	188
2021 Q3	$169K	Hold	1,900	–	–	0.05%	174
2021 Q2	$173K	Hold	1,900	–	–	0.05%	169
2021 Q1	$167K	Hold	1,900	–	–	0.05%	153
2020 Q4	$147K	Hold	1,900	–	–	0.04%	145
2020 Q3	$124K	Buy	+1,900	New	+$120K	0.04%	149

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hexagon Capital Partners's IVOO Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 600 shares — an estimated $59.2K sold.

Hexagon Capital Partners first reported a position in IVOO in Q3 2020 and held it in 19 quarters. The position peaked at $196K in Q1 2024. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Hexagon Capital Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 600 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $59.2K.
Hexagon Capital Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $196K in Q1 2024.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.