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

Raelipskie Partnership’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	$10.7M	Sell	81,865 -215	-0.3%	-$26.7K	4.03%	7
2026 Q1	$9.38M	Buy	82,080 +825	+1%	+$96.9K	3.97%	7
2025 Q4	$9.08M	Buy	81,255 +5,690	+8%	+$631K	3.81%	8
2025 Q3	$8.34M	Sell	75,565 -2,000	-3%	-$218K	3.58%	9
2025 Q2	$8.14M	Buy	77,565 +6,850	+10%	+$681K	3.73%	9
2025 Q1	$6.98M	Buy	70,715 +153	+0.2%	+$16.1K	3.59%	8
2024 Q4	$7.44M	Buy	70,562 +3,730	+6%	+$405K	3.7%	9
2024 Q3	$7.06M	Buy	66,832 +2,490	+4%	+$254K	3.44%	10
2024 Q2	$6.38M	Sell	64,342 -480	-0.7%	-$47.8K	3.4%	10
2024 Q1	$6.68M	Buy	64,822 +5,850	+10%	+$561K	3.8%	9
2023 Q4	$5.54M	Buy	+58,972	New	+$5.07M	3.37%	9

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

Raelipskie Partnership's IVOO Position: Q2 2026 in Review

Raelipskie Partnership reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.26% in Q2 2026, selling an estimated $26.7K and leaving 81,865 shares worth $10.7M. The position accounts for 4.03% of the portfolio, ranked #7.

Raelipskie Partnership first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Raelipskie Partnership held 81,865 shares of Vanguard S&P Mid-Cap 400 ETF worth $10.7M as of Q2 2026.
Raelipskie Partnership sold 215 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $26.7K.
Vanguard S&P Mid-Cap 400 ETF made up 4.03% of Raelipskie Partnership's portfolio in Q2 2026, its #7 holding.
Raelipskie Partnership first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Raelipskie Partnership's 13F filing for Q2 2026, filed 4 Aug 2026.