Andrews Advisory Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Andrews Advisory Associates’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	$2.32M	Sell	17,798 -5,738	-24%	-$713K	1.12%	18
2026 Q1	$2.69M	Sell	23,536 -24,559	-51%	-$2.89M	1.42%	14
2025 Q4	$5.38M	Buy	+48,095	New	+$5.33M	2.86%	9

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

Andrews Advisory Associates's IVOO Position: Q2 2026 in Review

Andrews Advisory Associates reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 24% in Q2 2026, selling an estimated $713K and leaving 17,798 shares worth $2.32M. The position accounts for 1.12% of the portfolio, ranked #18.

Andrews Advisory Associates first reported a position in IVOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.38M in Q4 2025. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Andrews Advisory Associates held 17,798 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.32M as of Q2 2026.
Andrews Advisory Associates sold 5,738 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $713K.
Vanguard S&P Mid-Cap 400 ETF made up 1.12% of Andrews Advisory Associates's portfolio in Q2 2026, its #18 holding.
Andrews Advisory Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 3 quarters since.
Andrews Advisory Associates's Vanguard S&P Mid-Cap 400 ETF position peaked at $5.38M in Q4 2025.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Andrews Advisory Associates's 13F filing for Q2 2026, filed 17 Jul 2026.