Certified Advisory Corp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Certified Advisory Corp’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 Q3	$798K	Buy	+6,556	New	+$837K	0.07%	181

Other funds holding IVOO

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Certified Advisory Corp's IVOO Position: Q3 2026 in Review

Certified Advisory Corp opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026: 6,556 shares worth $798K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings.

219 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Certified Advisory Corp held 6,556 shares of Vanguard S&P Mid-Cap 400 ETF worth $798K as of Q3 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Certified Advisory Corp position in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Certified Advisory Corp's portfolio in Q3 2026, its #181 holding.
219 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.