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

&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
2026 Q2	$2.99M	Sell	22,925 -1,965	-8%	-$244K	0.01%	805
2026 Q1	$2.85M	Sell	24,890 -442	-2%	-$51.9K	0.01%	755
2025 Q4	$2.83M	Buy	25,332 +4,151	+20%	+$460K	0.01%	708
2025 Q3	$2.34M	Sell	21,181 -2,733	-11%	-$297K	0.02%	693
2025 Q2	$2.53M	Buy	23,914 +12,216	+104%	+$1.21M	0.02%	576
2025 Q1	$1.15M	Buy	11,698 +37	+0.3%	+$3.89K	0.01%	771
2024 Q4	$1.24M	Buy	11,661 +3,314	+40%	+$360K	0.01%	677
2024 Q3	$882K	Buy	8,347 +340	+4%	+$34.7K	0.02%	613
2024 Q2	$794K	Buy	+8,007	New	+$798K	0.03%	406

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners's IVOO Position: Q2 2026 in Review

&Partners reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 7.9% in Q2 2026, selling an estimated $244K and leaving 22,925 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #805.

&Partners first reported a position in IVOO in Q2 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

&Partners held 22,925 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.99M as of Q2 2026.
&Partners sold 1,965 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $244K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #805 holding.
&Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 9 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.