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

Focus Partners Wealth’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	$1.48M	Buy	11,321 +1,866	+20%	+$232K	﹤0.01%	1472
2026 Q1	$1.3M	Sell	9,455 -2,550	-21%	-$300K	﹤0.01%	1498
2025 Q4	$1.34M	Buy	12,005 +2,811	+31%	+$312K	﹤0.01%	1502
2025 Q3	$1.01M	Sell	9,194 -1,596	-15%	-$174K	﹤0.01%	1279
2025 Q2	$1.13M	Buy	10,790 +763	+8%	+$75.8K	﹤0.01%	1091
2025 Q1	$990K	Sell	10,027 -5,878	-37%	-$618K	﹤0.01%	1072
2024 Q4	$1.68M	Buy	+15,905	New	+$1.73M	﹤0.01%	891

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

Focus Partners Wealth's IVOO Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 20% in Q2 2026, buying an estimated $232K and bringing the position to 11,321 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Focus Partners Wealth first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Focus Partners Wealth held 11,321 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.48M as of Q2 2026.
Focus Partners Wealth bought 1,866 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $232K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1472 holding.
Focus Partners Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.68M in Q4 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.