IFG Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

IFG Advisory’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	$90.1K	Buy	+691	New	+$85.8K	﹤0.01%	1120
2021 Q2	–	Sell	-4,046	Closed	-$356K	–	496
2021 Q1	$356K	Buy	4,046 +2	+0%	+$169	0.04%	364
2020 Q4	$314K	Buy	4,044 +234	+6%	+$16.7K	0.04%	342
2020 Q3	$239K	Buy	3,810 +2	+0.1%	+$126	0.04%	363
2020 Q2	$228K	Buy	+3,808	New	+$214K	0.04%	353

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

IFG Advisory's IVOO Position: Q2 2026 in Review

IFG Advisory opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 691 shares worth $90.1K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IVOO as recently as Q1 2021.

IFG Advisory first reported a position in IVOO in Q2 2020 and has held it in 5 quarters since. The position peaked at $356K in Q1 2021. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

IFG Advisory held 691 shares of Vanguard S&P Mid-Cap 400 ETF worth $90.1K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new IFG Advisory position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1120 holding.
IFG Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and has held it in 5 quarters since.
IFG Advisory's Vanguard S&P Mid-Cap 400 ETF position peaked at $356K in Q1 2021.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.