Thoroughbred Financial Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Thoroughbred Financial Services’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	$748K	Buy	5,738 +150	+3%	+$18.6K	0.04%	346
2026 Q1	$638K	Buy	5,588 +568	+11%	+$66.7K	0.04%	347
2025 Q4	$561K	Buy	5,020 +256	+5%	+$28.4K	0.03%	356
2025 Q3	$525K	Buy	4,764 +80	+2%	+$8.7K	0.03%	373
2025 Q2	$491K	Buy	4,684 +155	+3%	+$15.4K	0.03%	377
2025 Q1	$447K	Buy	4,529 +998	+28%	+$105K	0.03%	449
2024 Q4	$372K	Buy	3,531 +117	+3%	+$12.7K	0.02%	487
2024 Q3	$360K	Buy	3,414 +262	+8%	+$26.8K	0.02%	481
2024 Q2	$312K	Buy	3,152 +98	+3%	+$9.76K	0.02%	490
2024 Q1	$314K	Buy	+3,054	New	+$293K	0.03%	366

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

Thoroughbred Financial Services's IVOO Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 5,738 shares worth $748K. The position accounts for 0.04% of the portfolio, ranked #346.

Thoroughbred Financial Services first reported a position in IVOO in Q1 2024 and has held it in 10 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Thoroughbred Financial Services held 5,738 shares of Vanguard S&P Mid-Cap 400 ETF worth $748K as of Q2 2026.
Thoroughbred Financial Services bought 150 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $18.6K.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Thoroughbred Financial Services's portfolio in Q2 2026, its #346 holding.
Thoroughbred Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 10 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.