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

Tribridge Partners Financial’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	$462K	Buy	4,008 +11	+0.3%	+$1.29K	0.19%	37
2025 Q4	$447K	Sell	3,997 -180	-4%	-$20K	0.19%	36
2025 Q3	$463K	Sell	4,177 -1,747	-29%	-$190K	0.21%	32
2025 Q2	$622K	Buy	+5,924	New	+$589K	0.37%	24

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

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

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

SILC

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

Tribridge Partners Financial's IVOO Position: Q1 2026 in Review

Tribridge Partners Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.28% in Q1 2026, buying an estimated $1.29K and bringing the position to 4,008 shares worth $462K. The position accounts for 0.19% of the portfolio, ranked #37.

Tribridge Partners Financial first reported a position in IVOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $622K in Q2 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Tribridge Partners Financial held 4,008 shares of Vanguard S&P Mid-Cap 400 ETF worth $462K as of Q1 2026.
Tribridge Partners Financial bought 11 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $1.29K.
Vanguard S&P Mid-Cap 400 ETF made up 0.19% of Tribridge Partners Financial's portfolio in Q1 2026, its #37 holding.
Tribridge Partners Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 4 quarters since.
Tribridge Partners Financial's Vanguard S&P Mid-Cap 400 ETF position peaked at $622K in Q2 2025.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.