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 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%	+$9.61K	0.55%	40
2020 Q2	$1.01M	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

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

HFS

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

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

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

LMIM

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

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

SILC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthBridge Capital Management's IVOO Position: Q1 2026 in Review

WealthBridge Capital Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.8% in Q1 2026, selling an estimated $48.3K and leaving 10,495 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #71.

WealthBridge Capital Management first reported a position in IVOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.45M in Q4 2021. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

WealthBridge Capital Management held 10,495 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.2M as of Q1 2026.
WealthBridge Capital Management sold 411 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $48.3K.
Vanguard S&P Mid-Cap 400 ETF made up 0.28% of WealthBridge Capital Management's portfolio in Q1 2026, its #71 holding.
WealthBridge Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 30 quarters since.
WealthBridge Capital Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.45M in Q4 2021.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.