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

JDM Financial Group’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	-72	Closed	-$7.11K	–	283
2025 Q1	$7.11K	Buy	+72	New	+$7.58K	﹤0.01%	198

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMIM

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

JDM Financial Group's IVOO Position: Q2 2025 in Review

JDM Financial Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 72 shares — an estimated $7.11K sold.

JDM Financial Group first reported a position in IVOO in Q1 2025 and held it in 1 quarter. The position peaked at $7.11K in Q1 2025. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

JDM Financial Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 72 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $7.11K.
JDM Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and held it in 1 quarter.
JDM Financial Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $7.11K in Q1 2025.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.