1900 Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

1900 Wealth 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 Q2	$607K	Buy	4,658 +26	+0.6%	+$3.23K	0.03%	157
2026 Q1	$530K	Buy	4,632 +125	+3%	+$14.7K	0.03%	161
2025 Q4	$504K	Buy	4,507 +46	+1%	+$5.1K	0.03%	161
2025 Q3	$492K	Hold	4,461	–	–	0.03%	159
2025 Q2	$468K	Buy	4,461 +153	+4%	+$15.2K	0.04%	152
2025 Q1	$425K	Hold	4,308	–	–	0.04%	155
2024 Q4	$454K	Hold	4,308	–	–	0.04%	152
2024 Q3	$455K	Hold	4,308	–	–	0.04%	154
2024 Q2	$427K	Sell	4,308 -415	-9%	-$41.3K	0.04%	158
2024 Q1	$487K	Buy	4,723 +672	+17%	+$64.5K	0.04%	158
2023 Q4	$381K	Hold	4,051	–	–	0.03%	221
2023 Q3	$342K	Buy	4,051 +1,445	+55%	+$128K	0.03%	230
2023 Q2	$231K	Buy	+2,606	New	+$219K	0.02%	224

Other funds holding IVOO

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

HFS

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

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

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

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

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

LMIM

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

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

SILC

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

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

1900 Wealth Management's IVOO Position: Q2 2026 in Review

1900 Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.56% in Q2 2026, buying an estimated $3.23K and bringing the position to 4,658 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #157.

1900 Wealth Management first reported a position in IVOO in Q2 2023 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

1900 Wealth Management held 4,658 shares of Vanguard S&P Mid-Cap 400 ETF worth $607K as of Q2 2026.
1900 Wealth Management bought 26 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $3.23K.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #157 holding.
1900 Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and has held it in 13 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.