P
IVOO icon

&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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return