M Holdings Securities’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
Q2
Sell
-11,282
Closed -$1.11M 183
2025
Q1
$1.11M Hold
11,282
0.19% 86
2024
Q4
$1.19M Buy
+11,282
New +$1.23M 0.19% 76
2024
Q2
Sell
-11,282
Closed -$1.16M 330
2024
Q1
$1.16M Hold
11,282
0.2% 72
2023
Q4
$1.06M Hold
11,282
0.12% 113
2023
Q3
$954K Buy
+11,282
New +$1M 0.13% 116
2023
Q1
Sell
-14,044
Closed -$1.21M 527
2022
Q4
$1.15M Hold
14,044
0.12% 143
2022
Q3
$1.04M Hold
14,044
0.12% 148
2022
Q2
$1.07M Hold
14,044
0.11% 146
2022
Q1
$1.28M Buy
+14,044
New +$1.26M 0.1% 158
2021
Q2
Sell
-14,634
Closed -$1.29M 350
2021
Q1
$1.29M Buy
+14,634
New +$1.24M 0.12% 163
2019
Q2
Sell
-12,940
Closed -$827K 261
2019
Q1
$827K Buy
12,940
+270
+2% +$16.8K 0.19% 135
2018
Q4
$709K Buy
12,670
+508
+4% +$31.3K 0.22% 123
2018
Q3
$827K Buy
12,162
+1,286
+12% +$87.3K 0.22% 123
2018
Q2
$715K Buy
10,876
+3,648
+50% +$238K 0.2% 147
2018
Q1
$458K Buy
+7,228
New +$466K 0.14% 199

Other funds holding IVOO

M Holdings Securities's IVOO Position: Q2 2025 in Review

M Holdings Securities sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 11,282 shares — an estimated $1.11M sold.

M Holdings Securities first reported a position in IVOO in Q1 2018 and held it in 15 quarters. The position peaked at $1.29M in Q1 2021. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

  • M Holdings Securities reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
  • M Holdings Securities sold 11,282 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $1.11M.
  • M Holdings Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and held it in 15 quarters.
  • M Holdings Securities's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.29M in Q1 2021.
  • 274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on M Holdings Securities's 13F filing for Q2 2025, filed 13 Aug 2025.