Truepoint Inc’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Truepoint Inc’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	$2.37M	Hold	18,200	–	–	0.05%	55
2026 Q1	$2.08M	Hold	18,200	–	–	0.05%	58
2025 Q4	$2.03M	Hold	18,200	–	–	0.05%	59
2025 Q3	$2.01M	Hold	18,200	–	–	0.05%	58
2025 Q2	$1.91M	Hold	18,200	–	–	0.05%	56
2025 Q1	$1.8M	Hold	18,200	–	–	0.05%	55
2024 Q4	$1.92M	Hold	18,200	–	–	0.05%	50
2024 Q3	$1.92M	Hold	18,200	–	–	0.05%	49
2024 Q2	$1.8M	Hold	18,200	–	–	0.05%	46
2024 Q1	$1.87M	Buy	18,200 +9,100	+100%	+$873K	0.05%	45
2023 Q4	$855K	Hold	9,100	–	–	0.03%	87
2023 Q3	$769K	Hold	9,100	–	–	0.02%	88
2023 Q2	$806K	Hold	9,100	–	–	0.03%	76
2023 Q1	$771K	Hold	9,100	–	–	0.03%	76
2022 Q4	$744K	Hold	9,100	–	–	0.03%	79
2022 Q3	$676K	Hold	9,100	–	–	0.03%	75
2022 Q2	$697K	Hold	9,100	–	–	0.04%	76
2022 Q1	$827K	Sell	9,100 -1,780	-16%	-$160K	0.04%	63
2021 Q4	$1.04M	Hold	10,880	–	–	0.05%	59
2021 Q3	$969K	Hold	10,880	–	–	0.05%	56
2021 Q2	$990K	Hold	10,880	–	–	0.05%	52
2021 Q1	$960K	Hold	10,880	–	–	0.06%	49
2020 Q4	$846K	Buy	+10,880	New	+$777K	0.06%	49

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

Truepoint Inc's IVOO Position: Q2 2026 in Review

Truepoint Inc held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 18,200 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #55.

Truepoint Inc first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Truepoint Inc held 18,200 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.37M as of Q2 2026.
Truepoint Inc left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.05% of Truepoint Inc's portfolio in Q2 2026, its #55 holding.
Truepoint Inc first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.