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

49 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	–	Sell	-2,205	Closed	-$252K	–	236
2026 Q1	$252K	Buy	2,205 +6	+0.3%	+$705	0.02%	163
2025 Q4	$246K	Buy	2,199 +9	+0.4%	+$998	0.02%	172
2025 Q3	$242K	Buy	2,190 +7	+0.3%	+$762	0.02%	166
2025 Q2	$229K	Buy	2,183 +8	+0.4%	+$795	0.02%	159
2025 Q1	$215K	Buy	2,175 +7	+0.3%	+$736	0.03%	169
2024 Q4	$229K	Hold	2,168	–	–	0.03%	146
2024 Q3	$229K	Hold	2,168	–	–	0.04%	148
2024 Q2	$213K	Hold	2,168	–	–	0.04%	139
2024 Q1	$222K	Hold	2,168	–	–	0.05%	109
2023 Q4	$204K	Buy	+2,168	New	+$186K	0.05%	113

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

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

49 Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 2,205 shares — an estimated $252K sold.

49 Wealth Management first reported a position in IVOO in Q4 2023 and held it in 10 quarters. The position peaked at $252K in Q1 2026. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

49 Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 2,205 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $252K.
49 Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and held it in 10 quarters.
49 Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $252K in Q1 2026.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.