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BFSG LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

BFSG LLC’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 		$11.7K Buy
+90
New +$11.2K ﹤0.01% 561

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return
AAA
Andrews Advisory Associates Honolulu, Hawaii $208M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BFSG LLC's IVOO Position: Q2 2026 in Review

BFSG LLC opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 90 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings.

57 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • BFSG LLC held 90 shares of Vanguard S&P Mid-Cap 400 ETF worth $11.7K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new BFSG LLC position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #561 holding.
  • 57 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.