AWM
IVOO icon

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
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

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axxcess Wealth Management's IVOO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 32,264 shares worth $4.21M. The stake represents 0.07% of the portfolio and ranks #257 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IVOO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IVOO in Q4 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Axxcess Wealth Management held 32,264 shares of Vanguard S&P Mid-Cap 400 ETF worth $4.21M as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Axxcess Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.