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

Axxcess Wealth Management’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
-32,264
Closed -$4.21M – 1129
2026
Q2 		$4.21M Buy
+32,264
New +$4.01M 0.07% 257
2026
Q1 		– Sell
-32,084
Closed -$3.59M – 704
2025
Q4 		$3.59M Buy
+32,084
New +$3.56M 0.06% 266

Other funds holding IVOO

Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Legacy Solutions LLC
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
First American Bank
First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

Axxcess Wealth Management's IVOO Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026, closing a stake of 32,264 shares — an estimated $4.21M sold.

Axxcess Wealth Management first reported a position in IVOO in Q4 2025 and held it in 2 quarters. The position peaked at $4.21M in Q2 2026. 126 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 32,264 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $4.21M.
  • Axxcess Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.21M in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.