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TownSquare Capital’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

TownSquare Capital’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
Q1 		– Sell
-2,582
Closed -$272K – 1722
2024
Q4 		$272K Buy
+2,582
New +$281K ﹤0.01% 1295

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital's IVOO Position: Q1 2025 in Review

TownSquare Capital sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 2,582 shares — an estimated $272K sold.

TownSquare Capital first reported a position in IVOO in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

  • TownSquare Capital reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
  • TownSquare Capital sold 2,582 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $272K.
  • TownSquare Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 1 quarter.
  • TownSquare Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $272K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on TownSquare Capital's 13F filing for Q1 2025, filed 12 May 2025.