Nicholas Hoffman & Company
IVOO icon

Nicholas Hoffman & Company’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Nicholas Hoffman & Company’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
2026
Q3 		$242K Hold
1,989
– – 0.01% 316
2026
Q2 		$259K Hold
1,989
– – 0.01% 312
2026
Q1 		$227K Hold
1,989
– – 0.01% 309
2025
Q4 		$222K Buy
+1,989
New +$221K 0.01% 304

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C.V. Starr & Co
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Warwick Investment Management
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Francis Financial
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Allworth Financial
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Nicholas Hoffman & Company's IVOO Position: Q3 2026 in Review

Nicholas Hoffman & Company held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 1,989 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #316.

Nicholas Hoffman & Company first reported a position in IVOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $259K in Q2 2026. 221 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Nicholas Hoffman & Company held 1,989 shares of Vanguard S&P Mid-Cap 400 ETF worth $242K as of Q3 2026.
  • Nicholas Hoffman & Company left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Nicholas Hoffman & Company's portfolio in Q3 2026, its #316 holding.
  • Nicholas Hoffman & Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 4 quarters since.
  • Nicholas Hoffman & Company's Vanguard S&P Mid-Cap 400 ETF position peaked at $259K in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q3 2026, filed 30 Oct 2026.