PACK Private Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

PACK Private Wealth’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	$926K	Hold	8,099	–	–	0.43%	20
2025 Q4	$905K	Hold	8,099	–	–	0.41%	20
2025 Q3	$894K	Buy	8,099 +26	+0.3%	+$2.83K	0.42%	20
2025 Q2	$848K	Sell	8,073 -412	-5%	-$41K	0.45%	16
2025 Q1	$837K	Hold	8,485	–	–	0.5%	17
2024 Q4	$895K	Hold	8,485	–	–	0.53%	17
2024 Q3	$896K	Buy	8,485 +37	+0.4%	+$3.78K	0.51%	17
2024 Q2	$837K	Buy	8,448 +75	+0.9%	+$7.47K	0.52%	17
2024 Q1	$863K	Buy	8,373 +28	+0.3%	+$2.69K	0.54%	17
2023 Q4	$784K	Buy	8,345 +455	+6%	+$39.1K	0.53%	17
2023 Q3	$658K	Buy	7,890 +49	+0.6%	+$4.35K	0.49%	17
2023 Q2	$694K	Buy	7,841 +17	+0.2%	+$1.43K	0.52%	17
2023 Q1	$663K	Hold	7,824	–	–	0.53%	17
2022 Q4	$640K	Buy	7,824 +966	+14%	+$79K	0.55%	19
2022 Q3	$510K	Hold	6,858	–	–	0.48%	19
2022 Q2	$525K	Hold	6,858	–	–	0.48%	18
2022 Q1	$623K	Hold	6,858	–	–	0.51%	17
2021 Q4	$657K	Buy	+6,858	New	+$646K	0.52%	17

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PACK Private Wealth's IVOO Position: Q1 2026 in Review

PACK Private Wealth held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 8,099 shares worth $926K. The position accounts for 0.43% of the portfolio, ranked #20.

PACK Private Wealth first reported a position in IVOO in Q4 2021 and has held it in 18 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

PACK Private Wealth held 8,099 shares of Vanguard S&P Mid-Cap 400 ETF worth $926K as of Q1 2026.
PACK Private Wealth left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.43% of PACK Private Wealth's portfolio in Q1 2026, its #20 holding.
PACK Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 18 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.