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

Buck Wealth Strategies’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	$24.7K	Buy	+189	New	+$23.5K	﹤0.01%	442
2023 Q4	–	Sell	-182	Closed	-$15.4K	–	206
2023 Q3	$15.4K	Hold	182	–	–	0.01%	177
2023 Q2	$16.1K	Hold	182	–	–	0.01%	129
2023 Q1	$15.4K	Buy	+182	New	+$15.7K	0.01%	95

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

Buck Wealth Strategies's IVOO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 189 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IVOO as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IVOO in Q1 2023 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Buck Wealth Strategies held 189 shares of Vanguard S&P Mid-Cap 400 ETF worth $24.7K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Buck Wealth Strategies position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #442 holding.
Buck Wealth Strategies first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 4 quarters since.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.