Arkadios Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Arkadios Wealth Advisors’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	$282K	Buy	2,163 +229	+12%	+$28.4K	﹤0.01%	1435
2026 Q1	$221K	Hold	1,934	–	–	﹤0.01%	1522
2025 Q4	$216K	Hold	1,934	–	–	﹤0.01%	1415
2025 Q3	$213K	Hold	1,934	–	–	0.01%	1335
2025 Q2	$203K	Buy	+1,934	New	+$192K	0.01%	1215
2025 Q1	–	Sell	-2,124	Closed	-$224K	–	1162
2024 Q4	$224K	Hold	2,124	–	–	0.01%	820
2024 Q3	$224K	Hold	2,124	–	–	0.01%	801
2024 Q2	$211K	Buy	+2,124	New	+$212K	0.01%	751

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

Arkadios Wealth Advisors's IVOO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 12% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,163 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Arkadios Wealth Advisors first reported a position in IVOO in Q2 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Arkadios Wealth Advisors held 2,163 shares of Vanguard S&P Mid-Cap 400 ETF worth $282K as of Q2 2026.
Arkadios Wealth Advisors bought 229 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $28.4K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1435 holding.
Arkadios Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.