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

Avidian Wealth Enterprises’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 Q3	–	Sell	-1,543	Closed	-$201K	–	782
2026 Q2	$201K	Buy	+1,543	New	+$192K	0.01%	707
2022 Q2	–	Sell	-6,402	Closed	-$582K	–	477
2022 Q1	$582K	Buy	6,402 +4,202	+191%	+$378K	0.04%	272
2021 Q4	$211K	Buy	+2,200	New	+$207K	0.01%	484
2021 Q3	–	Sell	-2,310	Closed	-$210K	–	405
2021 Q2	$210K	Sell	2,310 -300	-11%	-$27.4K	0.02%	362
2021 Q1	$230K	Buy	+2,610	New	+$220K	0.02%	323

Other funds holding IVOO

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Avidian Wealth Enterprises's IVOO Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026, closing a stake of 1,543 shares — an estimated $201K sold.

Avidian Wealth Enterprises first reported a position in IVOO in Q1 2021 and held it in 5 quarters. The position peaked at $582K in Q1 2022. 102 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Avidian Wealth Enterprises reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 1,543 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $201K.
Avidian Wealth Enterprises first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and held it in 5 quarters.
Avidian Wealth Enterprises's Vanguard S&P Mid-Cap 400 ETF position peaked at $582K in Q1 2022.
102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.