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

EP Wealth 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 		$5.23M Buy
40,119
+302
+0.8% +$37.5K 0.02% 374
2026
Q1 		$4.55M Buy
39,817
+1,149
+3% +$135K 0.02% 331
2025
Q4 		$4.32M Buy
+38,668
New +$4.29M 0.02% 305
2025
Q2 		$4.01M Buy
38,230
+80
+0.2% +$7.95K 0.03% 295
2025
Q1 		$3.77M Sell
38,150
-796
-2% -$83.7K 0.03% 258
2024
Q4 		$4.11M Buy
38,946
+796
+2% +$86.5K 0.03% 244
2024
Q3 		$4.03M Buy
+38,150
New +$3.9M 0.03% 245

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's IVOO Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.76% in Q2 2026, buying an estimated $37.5K and bringing the position to 40,119 shares worth $5.23M. The position accounts for 0.02% of the portfolio, ranked #374.

EP Wealth Advisors first reported a position in IVOO in Q3 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • EP Wealth Advisors held 40,119 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.23M as of Q2 2026.
  • EP Wealth Advisors bought 302 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $37.5K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #374 holding.
  • EP Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 7 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.