North Ridge Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

North Ridge Wealth Advisors’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 Q1	$34.4K	Buy	+301	New	+$35.4K	0.02%	96

Other funds holding IVOO

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

North Ridge Wealth Advisors's IVOO Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026: 301 shares worth $34.4K. The stake represents 0.02% of the portfolio and ranks #96 among its holdings.

301 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

North Ridge Wealth Advisors held 301 shares of Vanguard S&P Mid-Cap 400 ETF worth $34.4K as of Q1 2026.
Vanguard S&P Mid-Cap 400 ETF was a new North Ridge Wealth Advisors position in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #96 holding.
301 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.