Kathleen S. Wright Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Kathleen S. Wright Associates’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	$368K	Buy	3,333 +8	+0.2%	+$870	0.14%	86
2025 Q2	$349K	Buy	3,325 +8	+0.2%	+$795	0.14%	90
2025 Q1	$327K	Buy	3,317 +8	+0.2%	+$842	0.14%	90
2024 Q4	$349K	Buy	3,309 +17	+0.5%	+$1.85K	0.15%	89
2024 Q3	$348K	Buy	3,292 +8	+0.2%	+$817	0.14%	90
2024 Q2	$325K	Hold	3,284	–	–	0.15%	89
2024 Q1	$338K	Buy	3,284 +5	+0.2%	+$480	0.16%	85
2023 Q4	$308K	Sell	3,279 -82	-2%	-$7.05K	0.16%	88
2023 Q3	$284K	Buy	3,361 +12	+0.4%	+$1.06K	0.16%	87
2023 Q2	$297K	Buy	3,349 +11	+0.3%	+$926	0.19%	73
2023 Q1	$283K	Sell	3,338 -484	-13%	-$41.7K	0.19%	74
2022 Q4	$313K	Sell	3,822 -1,574	-29%	-$129K	0.21%	77
2022 Q3	$401K	Hold	5,396	–	–	0.33%	68
2022 Q2	$413K	Buy	5,396 +8	+0.1%	+$669	0.35%	64
2022 Q1	$490K	Buy	5,388 +110	+2%	+$9.91K	0.36%	58
2021 Q4	$505K	Buy	+5,278	New	+$497K	0.37%	60

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

Kathleen S. Wright Associates's IVOO Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.24% in Q3 2025, buying an estimated $870 and bringing the position to 3,333 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #86.

Kathleen S. Wright Associates first reported a position in IVOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $505K in Q4 2021. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Kathleen S. Wright Associates held 3,333 shares of Vanguard S&P Mid-Cap 400 ETF worth $368K as of Q3 2025.
Kathleen S. Wright Associates bought 8 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $870.
Vanguard S&P Mid-Cap 400 ETF made up 0.14% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #86 holding.
Kathleen S. Wright Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Vanguard S&P Mid-Cap 400 ETF position peaked at $505K in Q4 2021.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.