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 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 $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