Washington Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Washington Trust’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 Q2	–	Sell	-1,200	Closed	-$118K	–	489
2025 Q1	$118K	Hold	1,200	–	–	﹤0.01%	303
2024 Q4	$127K	Hold	1,200	–	–	﹤0.01%	320
2024 Q3	$127K	Hold	1,200	–	–	﹤0.01%	325
2024 Q2	$119K	Hold	1,200	–	–	﹤0.01%	326
2024 Q1	$124K	Hold	1,200	–	–	﹤0.01%	327
2023 Q4	$113K	Hold	1,200	–	–	﹤0.01%	323
2023 Q3	$101K	Hold	1,200	–	–	﹤0.01%	301
2023 Q2	$106K	Hold	1,200	–	–	﹤0.01%	312
2023 Q1	$102K	Hold	1,200	–	–	﹤0.01%	317
2022 Q4	$98.1K	Hold	1,200	–	–	﹤0.01%	308
2022 Q3	$89K	Hold	1,200	–	–	﹤0.01%	312
2022 Q2	$92K	Hold	1,200	–	–	﹤0.01%	320
2022 Q1	$109K	Hold	1,200	–	–	﹤0.01%	319
2021 Q4	$115K	Hold	1,200	–	–	﹤0.01%	317
2021 Q3	$107K	Hold	1,200	–	–	﹤0.01%	394
2021 Q2	$109K	Hold	1,200	–	–	﹤0.01%	391
2021 Q1	$106K	Hold	1,200	–	–	﹤0.01%	382
2020 Q4	$93K	Hold	1,200	–	–	﹤0.01%	388
2020 Q3	$75K	Hold	1,200	–	–	﹤0.01%	378
2020 Q2	$71K	Hold	1,200	–	–	﹤0.01%	339
2020 Q1	$58K	Buy	+1,200	New	+$75.3K	﹤0.01%	373
2018 Q3	–	Sell	-1,200	Closed	-$79K	–	517
2018 Q2	$79K	Buy	+1,200	New	+$78.2K	﹤0.01%	349

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Washington Trust's IVOO Position: Q2 2025 in Review

Washington Trust sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 1,200 shares — an estimated $118K sold.

Washington Trust first reported a position in IVOO in Q2 2018 and held it in 22 quarters. The position peaked at $127K in Q3 2024. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Washington Trust reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,200 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $118K.
Washington Trust first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's Vanguard S&P Mid-Cap 400 ETF position peaked at $127K in Q3 2024.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.