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 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

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

Avidian Wealth Enterprises's IVOO Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,543 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in IVOO as recently as Q1 2022.

Avidian Wealth Enterprises first reported a position in IVOO in Q1 2021 and has held it in 5 quarters since. The position peaked at $582K in Q1 2022. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Avidian Wealth Enterprises held 1,543 shares of Vanguard S&P Mid-Cap 400 ETF worth $201K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Avidian Wealth Enterprises position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #707 holding.
Avidian Wealth Enterprises first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 5 quarters since.
Avidian Wealth Enterprises's Vanguard S&P Mid-Cap 400 ETF position peaked at $582K in Q1 2022.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.