WealthBridge Capital Management
IVOO icon

WealthBridge Capital Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

WealthBridge Capital 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
2026
Q3 		$1.26M Sell
10,351
-110
-1% -$14.1K 0.24% 76
2026
Q2 		$1.36M Sell
10,461
-34
-0.3% -$4.22K 0.27% 77
2026
Q1 		$1.2M Sell
10,495
-411
-4% -$48.3K 0.28% 71
2025
Q4 		$1.22M Buy
10,906
+60
+0.6% +$6.65K 0.28% 69
2025
Q3 		$1.2M Sell
10,846
-7
-0.1% -$762 0.28% 70
2025
Q2 		$1.14M Sell
10,853
-63
-0.6% -$6.26K 0.29% 68
2025
Q1 		$1.08M Buy
10,916
+171
+2% +$18K 0.3% 64
2024
Q4 		$1.13M Buy
10,745
+32
+0.3% +$3.48K 0.31% 62
2024
Q3 		$1.13M Buy
10,713
+14
+0.1% +$1.43K 0.32% 63
2024
Q2 		$1.06M Sell
10,699
-2,362
-18% -$235K 0.35% 59
2024
Q1 		$1.35M Sell
13,061
-118
-0.9% -$11.3K 0.45% 47
2023
Q4 		$1.24M Sell
13,179
-860
-6% -$73.9K 0.46% 47
2023
Q3 		$1.19M Sell
14,039
-194
-1% -$17.2K 0.49% 44
2023
Q2 		$1.26M Sell
14,233
-158
-1% -$13.3K 0.5% 43
2023
Q1 		$1.22M Sell
14,391
-275
-2% -$23.7K 0.49% 48
2022
Q4 		$1.2M Sell
14,666
-296
-2% -$24.2K 0.5% 46
2022
Q3 		$1.15M Hold
14,962
– – 0.49% 43
2022
Q2 		$1.15M Sell
14,962
-174
-1% -$14.5K 0.49% 43
2022
Q1 		$1.38M Buy
15,136
+24
+0.2% +$2.16K 0.51% 44
2021
Q4 		$1.45M Sell
15,112
-478
-3% -$45K 0.54% 45
2021
Q3 		$1.39M Buy
15,590
+252
+2% +$22.9K 0.52% 45
2021
Q2 		$1.4M Hold
15,338
– – 0.51% 44
2021
Q1 		$1.35M Sell
15,338
-1,630
-10% -$138K 0.55% 40
2020
Q4 		$1.32M Sell
16,968
-70
-0.4% -$5K 0.58% 38
2020
Q3 		$1.07M Buy
17,038
+152
+0.9% +$9.6K 0.55% 40
2020
Q2 		$1.02M Buy
16,886
+338
+2% +$19K 0.58% 39
2020
Q1 		$805K Buy
16,548
+582
+4% +$36.5K 0.56% 46
2019
Q4 		$1.11M Sell
15,966
-2,178
-12% -$146K 0.72% 34
2019
Q3 		$1.18M Buy
18,144
+576
+3% +$37.4K 0.85% 29
2019
Q2 		$983K Sell
17,568
-406
-2% -$26.3K 0.9% 28
2019
Q1 		$1.17M Buy
17,974
+406
+2% +$25.3K 0.74% 29
2018
Q4 		$983K Buy
+17,568
New +$1.08M 0.75% 28

Other funds holding IVOO

Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lockheed Martin Investment Management
Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Starr Indemnity & Liability Company
Starr Indemnity & Liability Company New York $379M AUM 11.33% 1-Year Est. Return
C.V. Starr & Co
C.V. Starr & Co New York $187M AUM 12.14% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WealthBridge Capital Management's IVOO Position: Q3 2026 in Review

WealthBridge Capital Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.1% in Q3 2026, selling an estimated $14.1K and leaving 10,351 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #76.

WealthBridge Capital Management first reported a position in IVOO in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.45M in Q4 2021. 248 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • WealthBridge Capital Management held 10,351 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.26M as of Q3 2026.
  • WealthBridge Capital Management sold 110 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $14.1K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.24% of WealthBridge Capital Management's portfolio in Q3 2026, its #76 holding.
  • WealthBridge Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 32 quarters since.
  • WealthBridge Capital Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.45M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.