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

Blue Bell Private 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	$94.4K	Hold	724	–	–	0.01%	360
2026 Q1	$82.8K	Sell	724 -16	-2%	-$1.88K	0.01%	358
2025 Q4	$82.7K	Sell	740 -70	-9%	-$7.76K	0.01%	358
2025 Q3	$89.4K	Hold	810	–	–	0.01%	330
2025 Q2	$85K	Hold	810	–	–	0.01%	328
2025 Q1	$79.9K	Buy	+810	New	+$85.2K	0.02%	315

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

Blue Bell Private Wealth Management's IVOO Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 724 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #360.

Blue Bell Private Wealth Management first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Blue Bell Private Wealth Management held 724 shares of Vanguard S&P Mid-Cap 400 ETF worth $94.4K as of Q2 2026.
Blue Bell Private Wealth Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #360 holding.
Blue Bell Private 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.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.