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

Arax Advisory 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	$22.7K	Buy	+174	New	+$21.6K	﹤0.01%	3873
2026 Q1	–	Sell	-60	Closed	-$6.71K	–	4072
2025 Q4	$6.71K	Buy	+60	New	+$6.65K	﹤0.01%	2693

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

Arax Advisory Partners's IVOO Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 174 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #3873 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IVOO as recently as Q4 2025.

Arax Advisory Partners first reported a position in IVOO in Q4 2025 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Arax Advisory Partners held 174 shares of Vanguard S&P Mid-Cap 400 ETF worth $22.7K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Arax Advisory Partners position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3873 holding.
Arax Advisory Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 2 quarters since.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.