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

Phoenix Financial’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	-15,000	Closed	-$1.66M	–	486
2025 Q3	$1.66M	Hold	15,000	–	–	0.02%	198
2025 Q2	$1.57M	Sell	15,000 -21,252	-59%	-$2.11M	0.02%	202
2025 Q1	$3.58M	Sell	36,252 -10,723	-23%	-$1.13M	0.05%	146
2024 Q4	$4.96M	Sell	46,975 -17,445	-27%	-$1.9M	0.07%	132
2024 Q3	$6.8M	Buy	64,420 +982	+2%	+$100K	0.1%	113
2024 Q2	$6.29M	Buy	63,438 +400	+0.6%	+$39.8K	0.1%	118
2024 Q1	$6.5M	Buy	63,038 +15,830	+34%	+$1.52M	0.09%	110
2023 Q4	$4.44M	Sell	47,208 -155	-0.3%	-$13.3K	0.07%	127
2023 Q3	$4M	Sell	47,363 -97	-0.2%	-$8.61K	0.07%	122
2023 Q2	$4.2M	Sell	47,460 -28,502	-38%	-$2.4M	0.09%	103
2023 Q1	$6.43M	Buy	+75,962	New	+$6.55M	0.14%	72

Other funds holding IVOO

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

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

LMIM

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

Align Financial Hermantown, Minnesota $202M AUM

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

SILC

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

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

Phoenix Financial's IVOO Position: Q4 2025 in Review

Phoenix Financial sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025, closing a stake of 15,000 shares — an estimated $1.66M sold.

Phoenix Financial first reported a position in IVOO in Q1 2023 and held it in 11 quarters. The position peaked at $6.8M in Q3 2024. 287 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

Phoenix Financial reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2025 after selling out during the quarter.
Phoenix Financial sold 15,000 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $1.66M.
Phoenix Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 11 quarters.
Phoenix Financial's Vanguard S&P Mid-Cap 400 ETF position peaked at $6.8M in Q3 2024.
287 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.