IVOO — VANGUARD ADM S&P MID-CAP 400 I

Ownership history in HARBOR ADVISORY CORP /MA/  ·  21 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported VANGUARD ADM S&P MID-CAP 400 I (IVOO) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.83% in 2024 Q1. The latest visible filing shows IVOO at 1.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'s position in VANGUARD ADM S&P MID-CAP 400 I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVOO was reported at 1.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVOO stock page HARBOR ADVISORY CORP /MA/ fund profile HARBOR ADVISORY CORP /MA/ full holdings
How HARBOR ADVISORY CORP /MA/ held IVOO — position size vs. price
% of Fund (quarterly)    IVOO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 49,445 — 0% 1.67% $5.5M 2026-02-14 (Est.) $120.25
2025 Q3 REDUCED 49,445 -14 -0.0% 1.61% $5.5M 2025-11-12 $110.12
2025 Q2 REDUCED 49,459 -78 -0.2% 1.65% $5.2M 2025-08-12 $106.74
2025 Q1 UNCHANGED 49,537 — 0% 1.64% $4.9M 2025-05-13 $102.16
2024 Q4 UNCHANGED 49,537 — 0% 1.72% $5.2M 2025-01-29 $107.49
2024 Q3 REDUCED 49,537 -86 -0.2% 1.71% $5.2M 2024-10-21 $104.55
2024 Q2 REDUCED 49,623 -2,580 -4.9% 1.70% $4.9M 2024-07-25 $99.64
2024 Q1 REDUCED 52,203 -136 -0.3% 1.83% $5.4M 2024-04-29 $95.69
2023 Q4 UNCHANGED 52,339 — 0% 1.76% $4.9M 2024-02-05 $89.54
2023 Q3 ADDED 52,339 +1,530 +3.0% 1.60% $4.4M 2023-10-27 $75.79
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVOO

As of 2025 Q4 — sorted by position size

C V STARR & CO INC 3Y 7Y 13.97% NWM ADVISORS, LLC 10.98% RAELIPSKIE PARTNERSHIP 3.81% Bryant Woods Investment Advisors, LLC 3Y 3.57% Francis Financial, Inc. 3Y 7Y 3.55% LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3Y 7Y 2.35% HANTZ FINANCIAL SERVICES, INC. 3Y 1.78% Edge Financial Advisors LLC 1.42% Lebenthal Global Advisors, LLC 3Y 1.38% Warwick Investment Management, Inc. 3Y 1.18%

FAQ About HARBOR ADVISORY CORP /MA/ and IVOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR ADVISORY CORP /MA/ reported owning IVOO?

HARBOR ADVISORY CORP /MA/ reported IVOO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IVOO position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for IVOO was 1.83% in 2024 Q1.

What is the latest reported IVOO position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 49,445 shares, equal to 1.67% of portfolio, with an estimated market value of $5.5M.

What does the chart on this IVOO ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly IVOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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