Van Hulzen Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Van Hulzen Asset Management’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	-142	Closed	-$14.9K	–	695
2024 Q4	$14.9K	Buy	+142	New	+$15.4K	﹤0.01%	725

Other funds holding IVOO

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

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

LMIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HFS

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

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Van Hulzen Asset Management's IVOO Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2025, closing a stake of 142 shares — an estimated $14.9K sold.

Van Hulzen Asset Management first reported a position in IVOO in Q4 2024 and held it in 1 quarter. The position peaked at $14.9K in Q4 2024. 268 funds tracked by Wall St. Rank hold IVOO as of Q1 2025.

Van Hulzen Asset Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 142 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2025, an estimated $14.9K.
Van Hulzen Asset Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $14.9K in Q4 2024.
268 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.