M Holdings Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

M Holdings Securities’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
2023 Q3	–	Sell	-10,764	Closed	-$953K	–	242
2023 Q2	$953K	Sell	10,764 -518	-5%	-$43.6K	0.2%	72
2023 Q1	$955K	Buy	+11,282	New	+$972K	0.1%	161

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

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.