Reflection Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Reflection Asset Management’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	$512K	Buy	+4,472	New	+$496K	0.36%	63

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Reflection Asset Management's IVOO Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025: 4,472 shares worth $512K. The stake represents 0.36% of the portfolio and ranks #63 among its holdings.

287 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

Reflection Asset Management held 4,472 shares of Vanguard S&P Mid-Cap 400 ETF worth $512K as of Q4 2025.
Vanguard S&P Mid-Cap 400 ETF was a new Reflection Asset Management position in Q4 2025.
Vanguard S&P Mid-Cap 400 ETF made up 0.36% of Reflection Asset Management's portfolio in Q4 2025, its #63 holding.
287 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.