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 Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

NWM Advisors San Luis Obispo, California $128M AUM 15.16% 1-Year Est. Return

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. 195 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.
195 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.