Envision Financial Planning’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Envision Financial Planning’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	$1.79M	Sell	13,691 -82	-0.6%	-$10.2K	0.58%	27
2026 Q1	$1.57M	Buy	13,773 +2,337	+20%	+$275K	0.57%	26
2025 Q4	$1.28M	Buy	11,436 +856	+8%	+$94.9K	0.48%	25
2025 Q3	$1.17M	Buy	10,580 +1,275	+14%	+$139K	0.5%	28
2025 Q2	$977K	Buy	9,305 +903	+11%	+$89.8K	0.46%	31
2025 Q1	$829K	Buy	+8,402	New	+$884K	0.42%	27

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

Envision Financial Planning's IVOO Position: Q2 2026 in Review

Envision Financial Planning reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.6% in Q2 2026, selling an estimated $10.2K and leaving 13,691 shares worth $1.79M. The position accounts for 0.58% of the portfolio, ranked #27.

Envision Financial Planning first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Envision Financial Planning held 13,691 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.79M as of Q2 2026.
Envision Financial Planning sold 82 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $10.2K.
Vanguard S&P Mid-Cap 400 ETF made up 0.58% of Envision Financial Planning's portfolio in Q2 2026, its #27 holding.
Envision Financial Planning first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 6 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.