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

Menard 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
Q1 		– Sell
-480
Closed -$50.6K – 197
2024
Q4 		$50.6K Buy
+480
New +$52.2K 0.03% 184

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Menard Financial Group's IVOO Position: Q1 2025 in Review

Menard Financial Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 480 shares — an estimated $50.6K sold.

Menard Financial Group first reported a position in IVOO in Q4 2024 and held it in 1 quarter. The position peaked at $50.6K in Q4 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

  • Menard Financial Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 480 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $50.6K.
  • Menard Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 1 quarter.
  • Menard Financial Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $50.6K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.