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

Verum 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
2026 Q2	$292K	Buy	2,238 +5	+0.2%	+$621	0.04%	157
2026 Q1	$255K	Buy	2,233 +6	+0.3%	+$705	0.05%	155
2025 Q4	$249K	Sell	2,227 -391	-15%	-$43.3K	0.05%	153
2025 Q3	$289K	Buy	2,618 +8	+0.3%	+$870	0.06%	136
2025 Q2	$274K	Buy	2,610 +7	+0.3%	+$696	0.06%	140
2025 Q1	$257K	Buy	2,603 +8	+0.3%	+$842	0.07%	136
2024 Q4	$274K	Buy	2,595 +16	+0.6%	+$1.74K	0.08%	130
2024 Q3	$272K	Buy	2,579 +8	+0.3%	+$817	0.08%	132
2024 Q2	$255K	Sell	2,571 -6	-0.2%	-$598	0.08%	131
2024 Q1	$265K	Sell	2,577 -1,941	-43%	-$186K	0.09%	127
2023 Q4	$425K	Buy	4,518 +17	+0.4%	+$1.46K	0.17%	87
2023 Q3	$380K	Buy	4,501 +7	+0.2%	+$621	0.17%	85
2023 Q2	$398K	Hold	4,494	–	–	0.36%	55
2023 Q1	$381K	Sell	4,494 -4	-0.1%	-$345	0.41%	45
2022 Q4	$368K	Buy	+4,498	New	+$368K	0.45%	46

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

Verum Partners's IVOO Position: Q2 2026 in Review

Verum Partners increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.22% in Q2 2026, buying an estimated $621 and bringing the position to 2,238 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #157.

Verum Partners first reported a position in IVOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q4 2023. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Verum Partners held 2,238 shares of Vanguard S&P Mid-Cap 400 ETF worth $292K as of Q2 2026.
Verum Partners bought 5 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $621.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Verum Partners's portfolio in Q2 2026, its #157 holding.
Verum Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and has held it in 15 quarters since.
Verum Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $425K in Q4 2023.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.