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

Diversify 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	$695K	Buy	5,406 +545	+11%	+$67.7K	0.01%	767
2026 Q1	$589K	Buy	+4,861	New	+$571K	0.01%	757

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

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

Diversify Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 11% in Q2 2026, buying an estimated $67.7K and bringing the position to 5,406 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #767.

Diversify Wealth Management first reported a position in IVOO in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Diversify Wealth Management held 5,406 shares of Vanguard S&P Mid-Cap 400 ETF worth $695K as of Q2 2026.
Diversify Wealth Management bought 545 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $67.7K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #767 holding.
Diversify Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and has held it in 2 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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