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

Base 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	$1.23M	Sell	9,419 -876	-9%	-$109K	0.57%	28
2026 Q1	$1.18M	Sell	10,295 -1,722	-14%	-$202K	0.66%	26
2025 Q4	$1.34M	Sell	12,017 -1,662	-12%	-$184K	0.72%	25
2025 Q3	$1.51M	Sell	13,679 -1,513	-10%	-$165K	0.86%	23
2025 Q2	$1.59M	Sell	15,192 -1,970	-11%	-$196K	1.02%	23
2025 Q1	$1.69M	Buy	+17,162	New	+$1.81M	1.29%	19

Other funds holding IVOO

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CVSC

C.V. Starr & Co New York $187M AUM 26.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Base Wealth Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 8.5% in Q2 2026, selling an estimated $109K and leaving 9,419 shares worth $1.23M. The position accounts for 0.57% of the portfolio, ranked #28.

Base Wealth Management first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2025. 267 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Base Wealth Management held 9,419 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.23M as of Q2 2026.
Base Wealth Management sold 876 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $109K.
Vanguard S&P Mid-Cap 400 ETF made up 0.57% of Base Wealth Management's portfolio in Q2 2026, its #28 holding.
Base Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.69M in Q1 2025.
267 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.