BFC Planning, Inc.’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

BFC Planning, Inc.’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	$174K	Buy	1,337 +97	+8%	+$12K	0.01%	990
2026 Q1	$142K	Buy	1,240 +985	+386%	+$116K	0.01%	991
2025 Q4	$28.5K	Buy	255 +1	+0.4%	+$111	﹤0.01%	1589
2025 Q3	$28.1K	Hold	254	–	–	﹤0.01%	1413
2025 Q2	$26.7K	Hold	254	–	–	﹤0.01%	1378
2025 Q1	$25.1K	Buy	254 +1	+0.4%	+$105	﹤0.01%	1378
2024 Q4	$26.8K	Buy	+253	New	+$27.5K	﹤0.01%	1346

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 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 $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Starr Indemnity & Liability Company New York $379M AUM 11.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFC Planning, Inc.'s IVOO Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 7.8% in Q2 2026, buying an estimated $12K and bringing the position to 1,337 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #990.

BFC Planning, Inc. first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

BFC Planning, Inc. held 1,337 shares of Vanguard S&P Mid-Cap 400 ETF worth $174K as of Q2 2026.
BFC Planning, Inc. bought 97 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $12K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #990 holding.
BFC Planning, Inc. first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.