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

Farther Finance 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	$2.22M	Buy	17,056 +2,294	+16%	+$285K	0.02%	688
2026 Q1	$1.7M	Buy	+14,762	New	+$1.73M	0.02%	722
2025 Q3	–	Sell	-48	Closed	-$5.04K	–	5025
2025 Q2	$5.04K	Hold	48	–	–	﹤0.01%	3355
2025 Q1	$4.76K	Sell	48 -570	-92%	-$60K	﹤0.01%	3085
2024 Q4	$65.2K	Buy	618 +313	+103%	+$34K	﹤0.01%	1517
2024 Q3	$32.2K	Hold	305	–	–	﹤0.01%	1865
2024 Q2	$29.9K	Sell	305 -224	-42%	-$22.3K	﹤0.01%	1624
2024 Q1	$54.1K	Sell	529 -181	-25%	-$17.4K	﹤0.01%	1162
2023 Q4	$66.7K	Buy	710 +662	+1,379%	+$56.9K	﹤0.01%	929
2023 Q3	$4.06K	Hold	48	–	–	﹤0.01%	1586
2023 Q2	$4.25K	Hold	48	–	–	﹤0.01%	1484
2023 Q1	$4.07K	Hold	48	–	–	﹤0.01%	1403
2022 Q4	$3.93K	Buy	+48	New	+$3.93K	﹤0.01%	1248

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

Farther Finance Advisors's IVOO Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 16% in Q2 2026, buying an estimated $285K and bringing the position to 17,056 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #688.

Farther Finance Advisors first reported a position in IVOO in Q4 2022 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Farther Finance Advisors held 17,056 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.22M as of Q2 2026.
Farther Finance Advisors bought 2,294 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $285K.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #688 holding.
Farther Finance Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and has held it in 13 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.