FFA
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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
Q3 		$2.35M Buy
19,316
+2,260
+13% +$289K 0.02% 695
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

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors's IVOO Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 13% in Q3 2026, buying an estimated $289K and bringing the position to 19,316 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #695.

Farther Finance Advisors first reported a position in IVOO in Q4 2022 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Farther Finance Advisors held 19,316 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.35M as of Q3 2026.
  • Farther Finance Advisors bought 2,260 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $289K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #695 holding.
  • Farther Finance Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and has held it in 14 quarters since.
  • 12 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.