Moser Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Moser Wealth Advisors’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	$66.2K	Hold	631	–	–	0.03%	99
2025 Q1	$62.3K	Hold	631	–	–	0.03%	99
2024 Q4	$66.6K	Hold	631	–	–	0.03%	90
2024 Q3	$66.7K	Sell	631 -125	-17%	-$12.8K	0.03%	91
2024 Q2	$74.9K	Hold	756	–	–	0.04%	88
2024 Q1	$77.9K	Hold	756	–	–	0.04%	91
2023 Q4	$71K	Hold	756	–	–	0.05%	86
2023 Q3	$63.9K	Hold	756	–	–	0.04%	80
2023 Q2	$66.9K	Buy	+756	New	+$63.7K	0.05%	80
2022 Q4	$61.8K	Hold	756	–	–	0.05%	81
2022 Q3	$56K	Hold	756	–	–	0.04%	84
2022 Q2	$58K	Hold	756	–	–	0.04%	87
2022 Q1	$69K	Hold	756	–	–	0.04%	86
2021 Q4	$72K	Buy	+756	New	+$71.2K	0.04%	86

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

Moser Wealth Advisors's IVOO Position: Q2 2025 in Review

Moser Wealth Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2025 at 631 shares worth $66.2K. The position accounts for 0.03% of the portfolio, ranked #99.

Moser Wealth Advisors first reported a position in IVOO in Q4 2021 and has held it in 14 quarters since. The position peaked at $77.9K in Q1 2024. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Moser Wealth Advisors held 631 shares of Vanguard S&P Mid-Cap 400 ETF worth $66.2K as of Q2 2025.
Moser Wealth Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2025.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #99 holding.
Moser Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 14 quarters since.
Moser Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $77.9K in Q1 2024.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.