Advisornet Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Advisornet Financial’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	$557K	Hold	4,268	–	–	0.03%	386
2026 Q1	$488K	Buy	4,268 +1	+0%	+$118	0.03%	396
2025 Q4	$477K	Sell	4,267 -307	-7%	-$34K	0.03%	400
2025 Q3	$505K	Buy	4,574 +1	+0%	+$109	0.03%	374
2025 Q2	$480K	Buy	4,573 +1	+0%	+$99	0.03%	369
2025 Q1	$451K	Buy	4,572 +1	+0%	+$105	0.03%	371
2024 Q4	$482K	Buy	4,571 +928	+25%	+$101K	0.04%	321
2024 Q3	$385K	Buy	3,643 +119	+3%	+$12.2K	0.03%	378
2024 Q2	$349K	Sell	3,524 -110	-3%	-$11K	0.03%	370
2024 Q1	$374K	Buy	3,634 +2,300	+172%	+$221K	0.04%	351
2023 Q4	$125K	Buy	1,334 +352	+36%	+$30.3K	0.01%	581
2023 Q3	$83K	Buy	982 +601	+158%	+$53.3K	0.01%	660
2023 Q2	$33.8K	Hold	381	–	–	﹤0.01%	923
2023 Q1	$32.3K	Sell	381 -1	-0.3%	-$86	﹤0.01%	923
2022 Q4	$31.2K	Buy	382 +4	+1%	+$327	﹤0.01%	919
2022 Q3	$28K	Sell	378 -6	-2%	-$491	﹤0.01%	1005
2022 Q2	$29K	Hold	384	–	–	﹤0.01%	1019
2022 Q1	$35K	Buy	384 +232	+153%	+$20.9K	﹤0.01%	1079
2021 Q4	$14K	Buy	152 +42	+38%	+$3.96K	﹤0.01%	1390
2021 Q3	$10K	Buy	+110	New	+$10K	﹤0.01%	1452
2020 Q1	–	Sell	-60	Closed	-$4K	–	1857
2019 Q4	$4K	Hold	60	–	–	﹤0.01%	1591
2019 Q3	$4K	Hold	60	–	–	﹤0.01%	1594
2019 Q2	$4K	Buy	+60	New	+$3.88K	﹤0.01%	1431

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

Advisornet Financial's IVOO Position: Q2 2026 in Review

Advisornet Financial held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 4,268 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #386.

Advisornet Financial first reported a position in IVOO in Q2 2019 and has held it in 23 quarters since. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Advisornet Financial held 4,268 shares of Vanguard S&P Mid-Cap 400 ETF worth $557K as of Q2 2026.
Advisornet Financial left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #386 holding.
Advisornet Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and has held it in 23 quarters since.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.