Advisory Services Network’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Advisory Services Network’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	-1,493	Closed	-$171K	–	3445
2026 Q1	$171K	Buy	+1,493	New	+$175K	﹤0.01%	1905
2025 Q4	–	Sell	-1,685	Closed	-$186K	–	3080
2025 Q3	$186K	Buy	+1,685	New	+$183K	﹤0.01%	1732
2024 Q1	–	Sell	-1,388	Closed	-$130K	–	2570
2023 Q4	$130K	Buy	+1,388	New	+$119K	﹤0.01%	1484
2023 Q2	–	Sell	-1,259	Closed	-$107K	–	2549
2023 Q1	$107K	Buy	1,259 +1	+0.1%	+$86	﹤0.01%	1615
2022 Q4	$103K	Buy	+1,258	New	+$103K	﹤0.01%	1602
2016 Q1	–	Sell	-432	Closed	-$20K	–	1729
2015 Q4	$20K	Buy	+432	New	+$20.7K	0.01%	791

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

Advisory Services Network's IVOO Position: Q2 2026 in Review

Advisory Services Network sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 1,493 shares — an estimated $171K sold.

Advisory Services Network first reported a position in IVOO in Q4 2015 and held it in 6 quarters. The position peaked at $186K in Q3 2025. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Advisory Services Network reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,493 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $171K.
Advisory Services Network first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2015 and held it in 6 quarters.
Advisory Services Network's Vanguard S&P Mid-Cap 400 ETF position peaked at $186K in Q3 2025.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.