TWA
IVOO icon

Tandem Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Tandem Wealth Advisors’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
Q2 		– Sell
-4,580
Closed -$452K – 54
2025
Q1 		$452K Buy
4,580
+225
+5% +$23.7K 0.24% 32
2024
Q4 		$459K Buy
+4,355
New +$473K 0.23% 31

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tandem Wealth Advisors's IVOO Position: Q2 2025 in Review

Tandem Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 4,580 shares — an estimated $452K sold.

Tandem Wealth Advisors first reported a position in IVOO in Q4 2024 and held it in 2 quarters. The position peaked at $459K in Q4 2024. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

  • Tandem Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
  • Tandem Wealth Advisors sold 4,580 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $452K.
  • Tandem Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 2 quarters.
  • Tandem Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $459K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Tandem Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.