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 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 $871B AUM 31.28% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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