AF
IVOO icon

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

Allworth 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 		$17.1M Buy
149,524
+670
+0.5% +$78.7K 0.07% 176
2025
Q4 		$16.6M Sell
148,854
-6,119
-4% -$678K 0.07% 165
2025
Q3 		$17.1M Sell
154,973
-2,768
-2% -$301K 0.08% 149
2025
Q2 		$16.6M Sell
157,741
-4,574
-3% -$455K 0.08% 144
2025
Q1 		$15.6M Sell
162,315
-3,834
-2% -$403K 0.09% 132
2024
Q4 		$18.4M Buy
166,149
+164,539
+10,220% +$17.9M 0.1% 111
2024
Q3 		$170K Hold
1,610
– – ﹤0.01% 872
2024
Q2 		$164K Hold
1,610
– – ﹤0.01% 882
2024
Q1 		$166K Buy
1,610
+1,594
+9,963% +$153K ﹤0.01% 842
2023
Q4 		$1.5K Buy
+16
New +$1.38K ﹤0.01% 2799

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