Avantax Advisory Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
Other funds holding IVOO
LMIM
HFS
SILC
Avantax Advisory Services's IVOO Position: Q2 2025 in Review
Avantax Advisory Services increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.3% in Q2 2025, buying an estimated $2.68K and bringing the position to 8,909 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #1212.
Avantax Advisory Services first reported a position in IVOO in Q3 2023 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.
- Avantax Advisory Services held 8,909 shares of Vanguard S&P Mid-Cap 400 ETF worth $935K as of Q2 2025.
- Avantax Advisory Services bought 27 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $2.68K.
- Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1212 holding.
- Avantax Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 8 quarters since.
- 274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.