Clearstead Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Clearstead Advisors’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	$3.47M	Buy	26,584 +1,197	+5%	+$149K	0.03%	301
2026 Q1	$2.9M	Buy	25,387 +18,947	+294%	+$2.23M	0.03%	303
2025 Q4	$720K	Buy	6,440 +5,902	+1,097%	+$654K	0.01%	553
2025 Q3	$59.4K	Buy	538 +428	+389%	+$46.6K	﹤0.01%	1225
2025 Q2	$11.5K	Buy	110 +53	+93%	+$5.27K	﹤0.01%	1839
2025 Q1	$5.63K	Buy	+57	New	+$6K	﹤0.01%	1725

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

Clearstead Advisors's IVOO Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.7% in Q2 2026, buying an estimated $149K and bringing the position to 26,584 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #301.

Clearstead Advisors first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Clearstead Advisors held 26,584 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.47M as of Q2 2026.
Clearstead Advisors bought 1,197 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $149K.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #301 holding.
Clearstead Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.