Evelyn Partners
IVOO icon

Evelyn Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Evelyn Partners’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
Q3 		$102K Hold
834
– – ﹤0.01% 370
2026
Q2 		$109K Buy
+834
New +$104K ﹤0.01% 310

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Moneta Group Investment Advisors
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Evelyn Partners's IVOO Position: Q3 2026 in Review

Evelyn Partners held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 834 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Evelyn Partners first reported a position in IVOO in Q2 2026 and has held it in 2 quarters since. The position peaked at $109K in Q2 2026. 296 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Evelyn Partners held 834 shares of Vanguard S&P Mid-Cap 400 ETF worth $102K as of Q3 2026.
  • Evelyn Partners left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #370 holding.
  • Evelyn Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $109K in Q2 2026.
  • 296 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.