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

Financial Life Planners’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 		$52.2K Hold
400
– – 0.03% 119
2026
Q1 		$45.7K Buy
+400
New +$47K 0.04% 125
2025
Q4 		– Sell
-400
Closed -$44.2K – 185
2025
Q3 		$44.2K Buy
+400
New +$43.5K 0.03% 134

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Financial Life Planners's IVOO Position: Q2 2026 in Review

Financial Life Planners held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 400 shares worth $52.2K. The position accounts for 0.03% of the portfolio, ranked #119.

Financial Life Planners first reported a position in IVOO in Q3 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Financial Life Planners held 400 shares of Vanguard S&P Mid-Cap 400 ETF worth $52.2K as of Q2 2026.
  • Financial Life Planners left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #119 holding.
  • Financial Life Planners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.