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

Alpha Financial Partners’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	–	Sell	-2,074	Closed	-$237K	–	121
2026 Q1	$237K	Buy	2,074 +41	+2%	+$4.82K	0.14%	92
2025 Q4	$227K	Sell	2,033 -60	-3%	-$6.65K	0.14%	89
2025 Q3	$231K	Buy	2,093 +26	+1%	+$2.83K	0.15%	78
2025 Q2	$217K	Sell	2,067 -404	-16%	-$40.2K	0.16%	81
2025 Q1	$244K	Buy	2,471 +134	+6%	+$14.1K	0.2%	68
2024 Q4	$247K	Buy	+2,337	New	+$254K	0.19%	63

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

Alpha Financial Partners's IVOO Position: Q2 2026 in Review

Alpha Financial Partners sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 2,074 shares — an estimated $237K sold.

Alpha Financial Partners first reported a position in IVOO in Q4 2024 and held it in 6 quarters. The position peaked at $247K in Q4 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Alpha Financial Partners reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
Alpha Financial Partners sold 2,074 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $237K.
Alpha Financial Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 6 quarters.
Alpha Financial Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $247K in Q4 2024.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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