Fiduciary Family Office’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fiduciary Family Office’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	$416K	Hold	3,190	–	–	0.1%	129
2026 Q1	$365K	Hold	3,190	–	–	0.1%	141
2025 Q4	$357K	Hold	3,190	–	–	0.1%	130
2025 Q3	$352K	Hold	3,190	–	–	0.1%	143
2025 Q2	$335K	Sell	3,190 -1,460	-31%	-$145K	0.11%	143
2025 Q1	$459K	Buy	+4,650	New	+$489K	0.15%	130

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

Fiduciary Family Office's IVOO Position: Q2 2026 in Review

Fiduciary Family Office held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,190 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #129.

Fiduciary Family Office first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $459K in Q1 2025. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Fiduciary Family Office held 3,190 shares of Vanguard S&P Mid-Cap 400 ETF worth $416K as of Q2 2026.
Fiduciary Family Office left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.1% of Fiduciary Family Office's portfolio in Q2 2026, its #129 holding.
Fiduciary Family Office first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 6 quarters since.
Fiduciary Family Office's Vanguard S&P Mid-Cap 400 ETF position peaked at $459K in Q1 2025.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.