AF
IVOO icon

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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisornet Financial's IVOO Position: Q1 2026 in Review

Advisornet Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.02% in Q1 2026, buying an estimated $118 and bringing the position to 4,268 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #396.

Advisornet Financial first reported a position in IVOO in Q2 2019 and has held it in 22 quarters since. The position peaked at $505K in Q3 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Advisornet Financial held 4,268 shares of Vanguard S&P Mid-Cap 400 ETF worth $488K as of Q1 2026.
  • Advisornet Financial bought 1 Vanguard S&P Mid-Cap 400 ETF share in Q1 2026, an estimated $118.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #396 holding.
  • Advisornet Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and has held it in 22 quarters since.
  • Advisornet Financial's Vanguard S&P Mid-Cap 400 ETF position peaked at $505K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.