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

Bogart Wealth 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	$78.4K	Buy	601 +34	+6%	+$4.22K	﹤0.01%	439
2026 Q1	$64.8K	Hold	567	–	–	﹤0.01%	443
2025 Q4	$63.4K	Hold	567	–	–	﹤0.01%	419
2025 Q3	$62.6K	Hold	567	–	–	﹤0.01%	409
2025 Q2	$59.5K	Hold	567	–	–	﹤0.01%	414
2025 Q1	$56K	Hold	567	–	–	﹤0.01%	399
2024 Q4	$59.8K	Hold	567	–	–	﹤0.01%	378
2024 Q3	$59.9K	Hold	567	–	–	﹤0.01%	379
2024 Q2	$56.2K	Buy	+567	New	+$56.5K	﹤0.01%	388
2022 Q2	–	Sell	-24	Closed	-$2.01K	–	938
2022 Q1	$2K	Buy	+24	New	+$2.16K	﹤0.01%	679
2018 Q2	–	Sell	-68	Closed	-$4K	–	362
2018 Q1	$4K	Buy	+68	New	+$4.38K	﹤0.01%	290

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

Bogart Wealth LLC's IVOO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 6% in Q2 2026, buying an estimated $4.22K and bringing the position to 601 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bogart Wealth LLC first reported a position in IVOO in Q1 2018 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Bogart Wealth LLC held 601 shares of Vanguard S&P Mid-Cap 400 ETF worth $78.4K as of Q2 2026.
Bogart Wealth LLC bought 34 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $4.22K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #439 holding.
Bogart Wealth LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and has held it in 11 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.