Allworth Financial
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
Q3 		$19.1M Buy
146,308
+1,031
+0.7% +$132K 0.07% 172
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

Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Lockheed Martin Investment Management
Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
NWM Advisors
NWM Advisors San Luis Obispo, California $128M AUM 15.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Allworth Financial's IVOO Position: Q3 2026 in Review

Allworth Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.71% in Q3 2026, buying an estimated $132K and bringing the position to 146,308 shares worth $19.1M. The position accounts for 0.07% of the portfolio, ranked #172.

Allworth Financial first reported a position in IVOO in Q4 2023 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Allworth Financial held 146,308 shares of Vanguard S&P Mid-Cap 400 ETF worth $19.1M as of Q3 2026.
  • Allworth Financial bought 1,031 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $132K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Allworth Financial's portfolio in Q3 2026, its #172 holding.
  • Allworth Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 12 quarters since.
  • 197 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.