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 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 $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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raelipskie Partnership's IVOO Position: Q1 2026 in Review

Raelipskie Partnership increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1% in Q1 2026, buying an estimated $96.9K and bringing the position to 82,080 shares worth $9.38M. The position accounts for 3.97% of the portfolio, ranked #7.

Raelipskie Partnership first reported a position in IVOO in Q4 2023 and has held it in 10 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Raelipskie Partnership held 82,080 shares of Vanguard S&P Mid-Cap 400 ETF worth $9.38M as of Q1 2026.
Raelipskie Partnership bought 825 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $96.9K.
Vanguard S&P Mid-Cap 400 ETF made up 3.97% of Raelipskie Partnership's portfolio in Q1 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 10 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Raelipskie Partnership's 13F filing for Q1 2026, filed 29 Apr 2026.