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

Alaethes Wealth’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	$318K	Buy	2,435 +214	+10%	+$26.6K	0.09%	97
2026 Q1	$254K	Buy	2,221 +61	+3%	+$7.17K	0.07%	110
2025 Q4	$241K	Buy	2,160 +302	+16%	+$33.5K	0.07%	108
2025 Q3	$205K	Sell	1,858 -80	-4%	-$8.7K	0.06%	112
2025 Q2	$203K	Buy	+1,938	New	+$193K	0.06%	106

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

Alaethes Wealth's IVOO Position: Q2 2026 in Review

Alaethes Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 9.6% in Q2 2026, buying an estimated $26.6K and bringing the position to 2,435 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #97.

Alaethes Wealth first reported a position in IVOO in Q2 2025 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Alaethes Wealth held 2,435 shares of Vanguard S&P Mid-Cap 400 ETF worth $318K as of Q2 2026.
Alaethes Wealth bought 214 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $26.6K.
Vanguard S&P Mid-Cap 400 ETF made up 0.09% of Alaethes Wealth's portfolio in Q2 2026, its #97 holding.
Alaethes Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 5 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.