GW Henssler & Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

GW Henssler & Associates’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	$203K	Buy	+1,556	New	+$193K	0.01%	257
2022 Q2	–	Sell	-2,468	Closed	-$224K	–	241
2022 Q1	$224K	Hold	2,468	–	–	0.01%	211
2021 Q4	$236K	Buy	+2,468	New	+$233K	0.02%	219
2021 Q3	–	Sell	-2,468	Closed	-$225K	–	164
2021 Q2	$225K	Buy	+2,468	New	+$226K	0.01%	215

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

GW Henssler & Associates's IVOO Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,556 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in IVOO as recently as Q1 2022.

GW Henssler & Associates first reported a position in IVOO in Q2 2021 and has held it in 4 quarters since. The position peaked at $236K in Q4 2021. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

GW Henssler & Associates held 1,556 shares of Vanguard S&P Mid-Cap 400 ETF worth $203K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new GW Henssler & Associates position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #257 holding.
GW Henssler & Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2021 and has held it in 4 quarters since.
GW Henssler & Associates's Vanguard S&P Mid-Cap 400 ETF position peaked at $236K in Q4 2021.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.