Thrivent Financial for Lutherans’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Thrivent Financial for Lutherans’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	-6,541	Closed	-$737K	–	2514
2025 Q1	$737K	Hold	6,541	–	–	﹤0.01%	1895
2024 Q4	$737K	Sell	6,541 -1,129	-15%	-$123K	﹤0.01%	2064
2024 Q3	$813K	Buy	7,670 +20	+0.3%	+$2.04K	﹤0.01%	2027
2024 Q2	$758K	Sell	7,650 -18	-0.2%	-$1.79K	﹤0.01%	2014
2024 Q1	$790K	Buy	7,668 +75	+1%	+$7.2K	﹤0.01%	2016
2023 Q4	$713K	Buy	7,593 +42	+0.6%	+$3.61K	﹤0.01%	2054
2023 Q3	$641K	Buy	7,551 +64	+0.9%	+$5.68K	﹤0.01%	2014
2023 Q2	$658K	Hold	7,487	–	–	﹤0.01%	2060
2023 Q1	$624K	Sell	7,487 -5,253	-41%	-$453K	﹤0.01%	2032
2022 Q4	$1.05M	Sell	12,740 -490	-4%	-$40.1K	﹤0.01%	1703
2022 Q3	$989K	Sell	13,230 -180	-1%	-$14.7K	﹤0.01%	1689
2022 Q2	$1.03M	Sell	13,410 -4,778	-26%	-$399K	﹤0.01%	1696
2022 Q1	$1.65M	Buy	+18,188	New	+$1.64M	﹤0.01%	1462
2021 Q4	–	Hold	0	–	–	–	1537
2021 Q3	–	Hold	0	–	–	–	1473
2021 Q2	–	Hold	0	–	–	–	1549
2021 Q1	–	Hold	0	–	–	–	2070
2020 Q4	–	Hold	0	–	–	–	1984

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans's IVOO Position: Q2 2025 in Review

Thrivent Financial for Lutherans sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 6,541 shares — an estimated $737K sold.

Thrivent Financial for Lutherans first reported a position in IVOO in Q1 2022 and held it in 13 quarters. The position peaked at $1.65M in Q1 2022. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Thrivent Financial for Lutherans reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
Thrivent Financial for Lutherans sold 6,541 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $737K.
Thrivent Financial for Lutherans first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and held it in 13 quarters.
Thrivent Financial for Lutherans's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.65M in Q1 2022.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2025, filed 11 Aug 2025.