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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
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

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nicholas Hoffman & Company's IVOO Position: Q2 2026 in Review

Nicholas Hoffman & Company held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,989 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #312.

Nicholas Hoffman & Company first reported a position in IVOO in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Nicholas Hoffman & Company held 1,989 shares of Vanguard S&P Mid-Cap 400 ETF worth $259K as of Q2 2026.
  • Nicholas Hoffman & Company left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #312 holding.
  • Nicholas Hoffman & Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.