MPWM Advisory Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

MPWM Advisory Solutions’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	–	Sell	-60	Closed	-$6.3K	–	532
2025 Q2	$6.3K	Hold	60	–	–	﹤0.01%	333
2025 Q1	$5.92K	Hold	60	–	–	﹤0.01%	348
2024 Q4	$6.33K	Buy	+60	New	+$6.52K	﹤0.01%	350

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

MPWM Advisory Solutions's IVOO Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2025, closing a stake of 60 shares — an estimated $6.3K sold.

MPWM Advisory Solutions first reported a position in IVOO in Q4 2024 and held it in 3 quarters. The position peaked at $6.33K in Q4 2024. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

MPWM Advisory Solutions reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 60 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $6.3K.
MPWM Advisory Solutions first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 3 quarters.
MPWM Advisory Solutions's Vanguard S&P Mid-Cap 400 ETF position peaked at $6.33K in Q4 2024.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.