IVOO — VANGUARD S&P MID CAP 400ETF IV

Ownership history in PACK Private Wealth, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in VANGUARD S&P MID CAP 400ETF IV (IVOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.55% (2022 Q4)
Avg. % of fund
0.5%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 8,099 — 0% 0.41% $905K $111.80
2025 Q3 ADDED 8,099 +26 +0.3% 0.42% $894K $109.97
2025 Q2 REDUCED 8,073 -412 -4.9% 0.45% $848K $104.22
2025 Q1 UNCHANGED 8,485 — 0% 0.50% $837K $97.66
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVOO price (monthly, adj. close)

Other funds also holding IVOO

As of 2025 Q4 — sorted by position size

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% HARBOR ADVISORY CORP /MA/ 3Y 7Y 1.67% Edge Financial Advisors LLC 1.42% Lebenthal Global Advisors, LLC 3Y 1.38% Warwick Investment Management, Inc. 3Y 1.18%
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