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

Hantz Financial Services’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	$250M	Buy	1,916,060 +405,094	+27%	+$50.3M	3.38%	5
2026 Q1	$173M	Buy	1,510,966 +429,655	+40%	+$50.5M	2.63%	9
2025 Q4	$121M	Buy	1,081,311 +299,175	+38%	+$33.2M	1.78%	12
2025 Q3	$86.3M	Buy	782,136 +242,671	+45%	+$26.4M	1.31%	17
2025 Q2	$56.6M	Buy	539,465 +158,706	+42%	+$15.8M	0.92%	21
2025 Q1	$37.6M	Buy	380,759 +109,234	+40%	+$11.5M	0.66%	28
2024 Q4	$28.6M	Buy	271,525 +150,961	+125%	+$16.4M	0.5%	40
2024 Q3	$12.7M	Buy	120,564 +120,420	+83,625%	+$12.3M	0.23%	89
2024 Q2	$14K	Buy	+144	New	+$14.3K	﹤0.01%	763

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hantz Financial Services's IVOO Position: Q2 2026 in Review

Hantz Financial Services increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 27% in Q2 2026, buying an estimated $50.3M and bringing the position to 1,916,060 shares worth $250M. The position accounts for 3.38% of the portfolio, ranked #5.

Hantz Financial Services first reported a position in IVOO in Q2 2024 and has held it in 9 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Hantz Financial Services held 1,916,060 shares of Vanguard S&P Mid-Cap 400 ETF worth $250M as of Q2 2026.
Hantz Financial Services bought 405,094 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $50.3M.
Vanguard S&P Mid-Cap 400 ETF made up 3.38% of Hantz Financial Services's portfolio in Q2 2026, its #5 holding.
Hantz Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 9 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.