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 Q2	$18.9M	Sell	145,277 -4,247	-3%	-$527K	0.08%	157
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 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

Allworth Financial's IVOO Position: Q2 2026 in Review

Allworth Financial reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.8% in Q2 2026, selling an estimated $527K and leaving 145,277 shares worth $18.9M. The position accounts for 0.08% of the portfolio, ranked #157.

Allworth Financial first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Allworth Financial held 145,277 shares of Vanguard S&P Mid-Cap 400 ETF worth $18.9M as of Q2 2026.
Allworth Financial sold 4,247 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $527K.
Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Allworth Financial's portfolio in Q2 2026, its #157 holding.
Allworth Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.