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

AE 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 Q1	$114K	Buy	994 +1	+0.1%	+$118	﹤0.01%	1762
2025 Q4	$111K	Buy	993 +224	+29%	+$24.8K	﹤0.01%	1671
2025 Q3	$84.8K	Buy	769 +393	+105%	+$42.8K	﹤0.01%	1609
2025 Q2	$39.4K	Buy	376 +26	+7%	+$2.58K	﹤0.01%	1646
2025 Q1	$34.6K	Hold	350	–	–	﹤0.01%	1641
2024 Q4	$37K	Buy	+350	New	+$38K	﹤0.01%	1610
2019 Q4	–	Sell	-3,674	Closed	-$240K	–	1157
2019 Q3	$240K	Sell	3,674 -654	-15%	-$42.5K	0.01%	865
2019 Q2	$284K	Buy	4,328 +358	+9%	+$23.2K	0.01%	769
2019 Q1	$254K	Buy	+3,970	New	+$247K	0.02%	518

Other funds holding IVOO

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's IVOO Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.1% in Q1 2026, buying an estimated $118 and bringing the position to 994 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

AE Wealth Management first reported a position in IVOO in Q1 2019 and has held it in 9 quarters since. The position peaked at $284K in Q2 2019. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

AE Wealth Management held 994 shares of Vanguard S&P Mid-Cap 400 ETF worth $114K as of Q1 2026.
AE Wealth Management 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 ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1762 holding.
AE Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 9 quarters since.
AE Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $284K in Q2 2019.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.