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

Atlas Legacy 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	$4.83M	Buy	37,075 +1,559	+4%	+$194K	0.71%	35
2026 Q1	$4.06M	Buy	35,516 +519	+1%	+$61K	0.74%	34
2025 Q4	$3.92M	Buy	34,997 +2,216	+7%	+$246K	0.69%	37
2025 Q3	$3.62M	Sell	32,781 -3,222	-9%	-$351K	0.7%	36
2025 Q2	$3.78M	Buy	36,003 +431	+1%	+$42.8K	0.83%	32
2025 Q1	$3.62M	Sell	35,572 -592	-2%	-$62.3K	0.92%	26
2024 Q4	$3.82M	Buy	+36,164	New	+$3.93M	0.92%	28

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

Atlas Legacy Advisors's IVOO Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.4% in Q2 2026, buying an estimated $194K and bringing the position to 37,075 shares worth $4.83M. The position accounts for 0.71% of the portfolio, ranked #35.

Atlas Legacy Advisors first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Atlas Legacy Advisors held 37,075 shares of Vanguard S&P Mid-Cap 400 ETF worth $4.83M as of Q2 2026.
Atlas Legacy Advisors bought 1,559 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $194K.
Vanguard S&P Mid-Cap 400 ETF made up 0.71% of Atlas Legacy Advisors's portfolio in Q2 2026, its #35 holding.
Atlas Legacy Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.