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

Cassaday & Co 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	$169K	Buy	1,299 +490	+61%	+$60.9K	﹤0.01%	383
2026 Q1	$92.5K	Buy	+809	New	+$95.1K	﹤0.01%	479
2023 Q2	–	Sell	-5,123	Closed	-$434K	–	263
2023 Q1	$434K	Buy	+5,123	New	+$441K	0.02%	168

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

Cassaday & Co Wealth Management's IVOO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 61% in Q2 2026, buying an estimated $60.9K and bringing the position to 1,299 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Cassaday & Co Wealth Management first reported a position in IVOO in Q1 2023 and has held it in 3 quarters since. The position peaked at $434K in Q1 2023. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Cassaday & Co Wealth Management held 1,299 shares of Vanguard S&P Mid-Cap 400 ETF worth $169K as of Q2 2026.
Cassaday & Co Wealth Management bought 490 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $60.9K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #383 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 3 quarters since.
Cassaday & Co Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $434K in Q1 2023.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.