Great Valley Advisor Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Great Valley Advisor Group’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	$419K	Hold	3,211	–	–	0.01%	771
2026 Q1	$367K	Buy	3,211 +4	+0.1%	+$470	0.01%	761
2025 Q4	$359K	Sell	3,207 -84	-3%	-$9.31K	0.01%	728
2025 Q3	$363K	Hold	3,291	–	–	0.01%	715
2025 Q2	$345K	Sell	3,291 -4,575	-58%	-$455K	0.01%	709
2025 Q1	$776K	Buy	7,866 +409	+5%	+$43K	0.02%	497
2024 Q4	$787K	Hold	7,457	–	–	0.02%	489
2024 Q3	$788K	Buy	7,457 +207	+3%	+$21.1K	0.02%	465
2024 Q2	$719K	Buy	7,250 +4,575	+171%	+$456K	0.02%	451
2024 Q1	$276K	Buy	2,675 +95	+4%	+$9.11K	0.01%	628
2023 Q4	$242K	Buy	+2,580	New	+$222K	0.01%	627

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

Great Valley Advisor Group's IVOO Position: Q2 2026 in Review

Great Valley Advisor Group held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,211 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #771.

Great Valley Advisor Group first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $788K in Q3 2024. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Great Valley Advisor Group held 3,211 shares of Vanguard S&P Mid-Cap 400 ETF worth $419K as of Q2 2026.
Great Valley Advisor Group left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #771 holding.
Great Valley Advisor Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $788K in Q3 2024.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.