Ashton Thomas Private Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ashton Thomas Private Wealth’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	$36.5K	Buy	280 +200	+250%	+$24.8K	﹤0.01%	1390
2026 Q1	$9.15K	Buy	+80	New	+$9.4K	﹤0.01%	1402
2024 Q3	–	Sell	-80	Closed	-$7.93K	–	1235
2024 Q2	$7.93K	Buy	+80	New	+$7.97K	﹤0.01%	1405
2022 Q1	–	Sell	-2,114	Closed	-$202K	–	480
2021 Q4	$202K	Buy	+2,114	New	+$199K	0.02%	433

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

Ashton Thomas Private Wealth's IVOO Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 250% in Q2 2026, buying an estimated $24.8K and bringing the position to 280 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Ashton Thomas Private Wealth first reported a position in IVOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $202K in Q4 2021. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Ashton Thomas Private Wealth held 280 shares of Vanguard S&P Mid-Cap 400 ETF worth $36.5K as of Q2 2026.
Ashton Thomas Private Wealth bought 200 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $24.8K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1390 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 4 quarters since.
Ashton Thomas Private Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $202K in Q4 2021.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.