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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$98.2K Buy
806
+115
+17% +$14.7K ﹤0.01% 1081
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

IFG Advisory's IVOO Position: Q3 2026 in Review

IFG Advisory increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 17% in Q3 2026, buying an estimated $14.7K and bringing the position to 806 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

IFG Advisory first reported a position in IVOO in Q2 2020 and has held it in 6 quarters since. The position peaked at $356K in Q1 2021. 195 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • IFG Advisory held 806 shares of Vanguard S&P Mid-Cap 400 ETF worth $98.2K as of Q3 2026.
  • IFG Advisory bought 115 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1081 holding.
  • IFG Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and has held it in 6 quarters since.
  • IFG Advisory's Vanguard S&P Mid-Cap 400 ETF position peaked at $356K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.