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Nilsine Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Nilsine Partners’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
-2,704
Closed -$298K – 412
2025
Q3 		$298K Buy
+2,704
New +$294K 0.03% 326

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nilsine Partners's IVOO Position: Q4 2025 in Review

Nilsine Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025, closing a stake of 2,704 shares — an estimated $298K sold.

Nilsine Partners first reported a position in IVOO in Q3 2025 and held it in 1 quarter. The position peaked at $298K in Q3 2025. 287 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

  • Nilsine Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2025 after selling out during the quarter.
  • Nilsine Partners sold 2,704 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $298K.
  • Nilsine Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2025 and held it in 1 quarter.
  • Nilsine Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $298K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on Nilsine Partners's 13F filing for Q4 2025, filed 15 Jan 2026.