National Bank of Canada
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National Bank of Canada’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

National Bank of Canada’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
Q4 		– Sell
-139
Closed -$15.3K – 3012
2025
Q3 		$15.3K Sell
139
-132
-49% -$14.4K ﹤0.01% 2219
2025
Q2 		$28.4K Buy
271
+2
+0.7% +$199 ﹤0.01% 2090
2025
Q1 		$26.5K Sell
269
-7
-3% -$736 ﹤0.01% 2024
2024
Q4 		$29.1K Buy
276
+75
+37% +$8.15K ﹤0.01% 2089
2024
Q3 		$21.2K Buy
201
+6
+3% +$613 ﹤0.01% 1931
2024
Q2 		$19.1K Hold
195
– – ﹤0.01% 1979
2024
Q1 		$19.8K Buy
195
+78
+67% +$7.48K ﹤0.01% 2029
2023
Q4 		$11K Sell
117
-3
-3% -$258 ﹤0.01% 2151
2023
Q3 		$10K Sell
120
-5
-4% -$444 ﹤0.01% 2195
2023
Q2 		$11.1K Sell
125
-27
-18% -$2.27K ﹤0.01% 2152
2023
Q1 		$12.9K Sell
152
-4
-3% -$345 ﹤0.01% 2072
2022
Q4 		$12.8K Hold
156
– – ﹤0.01% 2110
2022
Q3 		$12K Buy
156
+2
+1% +$164 ﹤0.01% 2137
2022
Q2 		$12K Buy
154
+24
+18% +$2.01K ﹤0.01% 2214
2022
Q1 		$12K Hold
130
– – ﹤0.01% 2318
2021
Q4 		$12K Buy
+130
New +$12.3K ﹤0.01% 2300

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

National Bank of Canada's IVOO Position: Q4 2025 in Review

National Bank of Canada sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025, closing a stake of 139 shares — an estimated $15.3K sold.

National Bank of Canada first reported a position in IVOO in Q4 2021 and held it in 16 quarters. The position peaked at $29.1K in Q4 2024. 286 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

  • National Bank of Canada reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2025 after selling out during the quarter.
  • National Bank of Canada sold 139 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $15.3K.
  • National Bank of Canada first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and held it in 16 quarters.
  • National Bank of Canada's Vanguard S&P Mid-Cap 400 ETF position peaked at $29.1K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on National Bank of Canada's 13F filing for Q4 2025, filed 17 Feb 2026.