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

Pitcairn’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	-10,060	Closed	-$1.11M	–	285
2025 Q3	$1.11M	Hold	10,060	–	–	0.09%	200
2025 Q2	$1.06M	Hold	10,060	–	–	0.07%	246
2025 Q1	$993K	Hold	10,060	–	–	0.06%	273
2024 Q4	$1.06M	Hold	10,060	–	–	0.06%	254
2024 Q3	$1.06M	Hold	10,060	–	–	0.06%	262
2024 Q2	$997K	Hold	10,060	–	–	0.06%	269
2024 Q1	$1.04M	Hold	10,060	–	–	0.07%	258
2023 Q4	$945K	Hold	10,060	–	–	0.07%	249
2023 Q3	$850K	Hold	10,060	–	–	0.07%	242
2023 Q2	$891K	Hold	10,060	–	–	0.08%	227
2023 Q1	$852K	Buy	+10,060	New	+$867K	0.08%	226

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 $176M 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

Pitcairn's IVOO Position: Q4 2025 in Review

Pitcairn sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025, closing a stake of 10,060 shares — an estimated $1.11M sold.

Pitcairn first reported a position in IVOO in Q1 2023 and held it in 11 quarters. The position peaked at $1.11M in Q3 2025. 286 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

Pitcairn reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 10,060 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $1.11M.
Pitcairn first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and held it in 11 quarters.
Pitcairn's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.11M in Q3 2025.
286 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.