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

Francis Financial’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	$23.7M	Buy	182,027 +5,510	+3%	+$684K	3.89%	8
2026 Q1	$20.2M	Buy	176,517 +13,773	+8%	+$1.62M	3.74%	9
2025 Q4	$18.2M	Buy	162,744 +7,566	+5%	+$839K	3.55%	8
2025 Q3	$17.1M	Buy	155,178 +9,381	+6%	+$1.02M	3.05%	8
2025 Q2	$15.3M	Sell	145,797 -45,667	-24%	-$4.54M	3.52%	8
2025 Q1	$18.9M	Buy	191,464 +34,839	+22%	+$3.67M	4.58%	7
2024 Q4	$16.5M	Buy	156,625 +20,017	+15%	+$2.17M	4.18%	8
2024 Q3	$14.4M	Buy	136,608 +65,072	+91%	+$6.65M	3.8%	10
2024 Q2	$7.09M	Buy	71,536 +61,764	+632%	+$6.15M	2.15%	12
2024 Q1	$1.01M	Buy	+9,772	New	+$937K	0.32%	28

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

Francis Financial's IVOO Position: Q2 2026 in Review

Francis Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.1% in Q2 2026, buying an estimated $684K and bringing the position to 182,027 shares worth $23.7M. The position accounts for 3.89% of the portfolio, ranked #8.

Francis Financial first reported a position in IVOO in Q1 2024 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Francis Financial held 182,027 shares of Vanguard S&P Mid-Cap 400 ETF worth $23.7M as of Q2 2026.
Francis Financial bought 5,510 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $684K.
Vanguard S&P Mid-Cap 400 ETF made up 3.89% of Francis Financial's portfolio in Q2 2026, its #8 holding.
Francis Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 10 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.