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

Evernest Financial 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	$269K	Hold	2,061	–	–	0.06%	162
2026 Q1	$254K	Sell	2,061 -12	-0.6%	-$1.41K	0.05%	162
2025 Q4	$252K	Sell	2,073 -63	-3%	-$6.99K	0.05%	156
2025 Q3	$236K	Sell	2,136 -9	-0.4%	-$979	0.07%	168
2025 Q2	$225K	Sell	2,145 -780	-27%	-$77.5K	0.07%	157
2025 Q1	$289K	Buy	2,925 +40	+1%	+$4.21K	0.1%	131
2024 Q4	$304K	Sell	2,885 -306	-10%	-$33.2K	0.08%	133
2024 Q3	$337K	Buy	+3,191	New	+$326K	0.09%	121

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

Evernest Financial Advisors's IVOO Position: Q2 2026 in Review

Evernest Financial Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 2,061 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #162.

Evernest Financial Advisors first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $337K in Q3 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Evernest Financial Advisors held 2,061 shares of Vanguard S&P Mid-Cap 400 ETF worth $269K as of Q2 2026.
Evernest Financial Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #162 holding.
Evernest Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
Evernest Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $337K in Q3 2024.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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