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

Affiance 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	$652K	Buy	4,997 +13	+0.3%	+$1.61K	0.09%	68
2026 Q1	$570K	Hold	4,984	–	–	0.09%	66
2025 Q4	$557K	Sell	4,984 -46	-0.9%	-$5.1K	0.09%	64
2025 Q3	$555K	Hold	5,030	–	–	0.1%	67
2025 Q2	$528K	Hold	5,030	–	–	0.11%	64
2025 Q1	$496K	Hold	5,030	–	–	0.12%	67
2024 Q4	$531K	Hold	5,030	–	–	0.13%	65
2024 Q3	$531K	Hold	5,030	–	–	0.13%	65
2024 Q2	$499K	Hold	5,030	–	–	0.13%	63
2024 Q1	$518K	Hold	5,030	–	–	0.14%	66
2023 Q4	$473K	Sell	5,030 -817	-14%	-$70.2K	0.14%	66
2023 Q3	$494K	Sell	5,847 -20	-0.3%	-$1.77K	0.25%	63
2023 Q2	$520K	Sell	5,867 -323	-5%	-$27.2K	0.25%	66
2023 Q1	$524K	Hold	6,190	–	–	0.28%	60
2022 Q4	$506K	Sell	6,190 -62	-1%	-$5.07K	0.21%	69
2022 Q3	$465K	Sell	6,252 -182	-3%	-$14.9K	0.26%	48
2022 Q2	$493K	Buy	6,434 +230	+4%	+$19.2K	0.27%	49
2022 Q1	$564K	Sell	6,204 -88	-1%	-$7.92K	0.27%	54
2021 Q4	$602K	Hold	6,292	–	–	0.25%	56
2021 Q3	$560K	Sell	6,292 -84	-1%	-$7.65K	0.24%	62
2021 Q2	$580K	Sell	6,376 -254	-4%	-$23.2K	0.25%	59
2021 Q1	$585K	Buy	6,630 +596	+10%	+$50.3K	0.26%	57
2020 Q4	$469K	Buy	6,034 +920	+18%	+$65.7K	0.24%	65
2020 Q3	$321K	Buy	5,114 +964	+23%	+$61K	0.19%	76
2020 Q2	$249K	Buy	4,150 +1,032	+33%	+$58.1K	0.14%	81
2020 Q1	$152K	Buy	3,118 +288	+10%	+$18.1K	0.1%	79
2019 Q4	$197K	Buy	+2,830	New	+$189K	0.11%	90

Other funds holding IVOO

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Affiance Financial's IVOO Position: Q2 2026 in Review

Affiance Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.26% in Q2 2026, buying an estimated $1.61K and bringing the position to 4,997 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #68.

Affiance Financial first reported a position in IVOO in Q4 2019 and has held it in 27 quarters since. 139 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Affiance Financial held 4,997 shares of Vanguard S&P Mid-Cap 400 ETF worth $652K as of Q2 2026.
Affiance Financial bought 13 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.61K.
Vanguard S&P Mid-Cap 400 ETF made up 0.09% of Affiance Financial's portfolio in Q2 2026, its #68 holding.
Affiance Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and has held it in 27 quarters since.
139 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.