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

Vertex Planning Partners’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 Q4	–	Sell	-2,900	Closed	-$320K	–	160
2025 Q3	$320K	Hold	2,900	–	–	0.06%	154
2025 Q2	$304K	Hold	2,900	–	–	0.06%	149
2025 Q1	$286K	Hold	2,900	–	–	0.06%	149
2024 Q4	$306K	Hold	2,900	–	–	0.07%	146
2024 Q3	$306K	Hold	2,900	–	–	0.07%	126
2024 Q2	$287K	Hold	2,900	–	–	0.07%	126
2024 Q1	$299K	Hold	2,900	–	–	0.08%	126
2023 Q4	$273K	Hold	2,900	–	–	0.08%	125
2023 Q3	$245K	Hold	2,900	–	–	0.08%	118
2023 Q2	$257K	Hold	2,900	–	–	0.09%	119
2023 Q1	$246K	Hold	2,900	–	–	0.09%	106
2022 Q4	$237K	Buy	+2,900	New	+$237K	0.09%	135

Other funds holding IVOO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

LMIM

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

Align Financial Hermantown, Minnesota $176M AUM

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

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

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

Vertex Planning Partners's IVOO Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2025, closing a stake of 2,900 shares — an estimated $320K sold.

Vertex Planning Partners first reported a position in IVOO in Q4 2022 and held it in 12 quarters. The position peaked at $320K in Q3 2025. 286 funds tracked by Wall St. Rank hold IVOO as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 2,900 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2025, an estimated $320K.
Vertex Planning Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $320K in Q3 2025.
286 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.