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

EverSource 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	$32.5K	Sell	249 -62	-20%	-$7.7K	﹤0.01%	2079
2026 Q1	$35.6K	Hold	311	–	–	﹤0.01%	2137
2025 Q4	$34.8K	Sell	311 -60	-16%	-$6.65K	﹤0.01%	2005
2025 Q3	$41K	Sell	371 -152	-29%	-$16.5K	﹤0.01%	1846
2025 Q2	$54.9K	Sell	523 -48	-8%	-$4.77K	﹤0.01%	1559
2025 Q1	$56.4K	Hold	571	–	–	﹤0.01%	1180
2024 Q4	$60.2K	Sell	571 -188	-25%	-$20.4K	﹤0.01%	1104
2024 Q3	$80.2K	Hold	759	–	–	0.01%	873
2024 Q2	$79.6K	Hold	759	–	–	0.01%	889
2024 Q1	$73.5K	Hold	759	–	–	0.01%	829
2023 Q4	$71.3K	Sell	759 -117	-13%	-$10.1K	0.01%	764
2023 Q3	$74K	Hold	876	–	–	0.01%	676
2023 Q2	$77.6K	Sell	876 -174	-17%	-$14.7K	0.01%	668
2023 Q1	$88.9K	Hold	1,050	–	–	0.01%	576
2022 Q4	$85.9K	Hold	1,050	–	–	0.01%	558
2022 Q3	$78K	Hold	1,050	–	–	0.02%	508
2022 Q2	$80K	Hold	1,050	–	–	0.02%	444
2022 Q1	$95K	Sell	1,050 -110	-9%	-$9.91K	0.02%	341
2021 Q4	$111K	Buy	+1,160	New	+$109K	0.03%	295

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

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

EverSource Wealth Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 20% in Q2 2026, selling an estimated $7.7K and leaving 249 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

EverSource Wealth Advisors first reported a position in IVOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $111K in Q4 2021. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

EverSource Wealth Advisors held 249 shares of Vanguard S&P Mid-Cap 400 ETF worth $32.5K as of Q2 2026.
EverSource Wealth Advisors sold 62 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $7.7K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2079 holding.
EverSource Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $111K in Q4 2021.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.