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

Chemistry 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	$309K	Hold	2,370	–	–	0.05%	169
2026 Q1	$271K	Hold	2,370	–	–	0.05%	173
2025 Q4	$265K	Hold	2,370	–	–	0.05%	166
2025 Q3	$262K	Hold	2,370	–	–	0.05%	172
2025 Q2	$249K	Hold	2,370	–	–	0.05%	169
2025 Q1	$234K	Hold	2,370	–	–	0.05%	163
2024 Q4	$250K	Hold	2,370	–	–	0.06%	154
2024 Q3	$250K	Hold	2,370	–	–	0.06%	150
2024 Q2	$235K	Sell	2,370 -670	-22%	-$66.7K	0.06%	145
2024 Q1	$313K	Hold	3,040	–	–	0.08%	132
2023 Q4	$286K	Buy	+3,040	New	+$261K	0.09%	130

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

Chemistry Wealth Management's IVOO Position: Q2 2026 in Review

Chemistry Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 2,370 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #169.

Chemistry Wealth Management first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $313K in Q1 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Chemistry Wealth Management held 2,370 shares of Vanguard S&P Mid-Cap 400 ETF worth $309K as of Q2 2026.
Chemistry 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 0.05% of Chemistry Wealth Management's portfolio in Q2 2026, its #169 holding.
Chemistry Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
Chemistry Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $313K in Q1 2024.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.