IFP Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

IFP Advisors’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	$154K	Sell	1,178 -28	-2%	-$3.48K	﹤0.01%	1693
2026 Q1	$138K	Hold	1,206	–	–	﹤0.01%	1621
2025 Q4	$135K	Hold	1,206	–	–	﹤0.01%	1598
2025 Q3	$133K	Hold	1,206	–	–	﹤0.01%	1506
2025 Q2	$127K	Hold	1,206	–	–	﹤0.01%	1517
2025 Q1	$119K	Hold	1,206	–	–	﹤0.01%	1428
2024 Q4	$127K	Hold	1,206	–	–	﹤0.01%	1347
2024 Q3	$127K	Hold	1,206	–	–	﹤0.01%	1302
2024 Q2	$120K	Buy	1,206 +186	+18%	+$18.5K	﹤0.01%	1286
2024 Q1	$105K	Hold	1,020	–	–	﹤0.01%	1266
2023 Q4	$95.8K	Sell	1,020 -1,250	-55%	-$107K	﹤0.01%	1264
2023 Q3	$192K	Sell	2,270 -76	-3%	-$6.74K	0.01%	985
2023 Q2	$208K	Buy	2,346 +285	+14%	+$24K	0.01%	1003
2023 Q1	$272K	Buy	2,061 +355	+21%	+$30.6K	0.01%	819
2022 Q4	$113K	Hold	1,706	–	–	﹤0.01%	1683
2022 Q3	$113K	Hold	1,706	–	–	﹤0.01%	1770
2022 Q2	$113K	Hold	1,706	–	–	﹤0.01%	1606
2022 Q1	$113K	Buy	1,706 +198	+13%	+$17.8K	﹤0.01%	1606
2021 Q4	$145K	Buy	1,508 +232	+18%	+$21.9K	﹤0.01%	1104
2021 Q3	$113K	Hold	1,276	–	–	﹤0.01%	1234
2021 Q2	$114K	Sell	1,276 -280	-18%	-$25.6K	﹤0.01%	1179
2021 Q1	$138K	Buy	1,556 +14	+0.9%	+$1.18K	﹤0.01%	1009
2020 Q4	$122K	Sell	1,542 -106	-6%	-$7.57K	﹤0.01%	1038
2020 Q3	$109K	Hold	1,648	–	–	0.01%	951
2020 Q2	$96K	Buy	1,648 +1,238	+302%	+$69.7K	0.01%	942
2020 Q1	$21K	Buy	410 +292	+247%	+$18.3K	﹤0.01%	1462
2019 Q4	$8K	Sell	118 -120	-50%	-$8.03K	﹤0.01%	2018
2019 Q3	$16K	Buy	+238	New	+$15.5K	﹤0.01%	1862
2019 Q1	$11K	Sell	168 -986	-85%	-$61.4K	﹤0.01%	1572
2018 Q4	$64K	Sell	1,154 -334	-22%	-$20.6K	﹤0.01%	1456
2018 Q3	$101K	Hold	1,488	–	–	﹤0.01%	1465
2018 Q2	$98K	Buy	1,488 +334	+29%	+$21.8K	﹤0.01%	1495
2018 Q1	$74K	Hold	1,154	–	–	﹤0.01%	1560
2017 Q4	$74K	Hold	1,154	–	–	﹤0.01%	1572
2017 Q3	$70K	Sell	1,154 -290	-20%	-$17.1K	﹤0.01%	1784
2017 Q2	$85K	Sell	1,444 -550	-28%	-$32.1K	﹤0.01%	1624
2017 Q1	$115K	Buy	1,994 +158	+9%	+$9.07K	0.01%	1411
2016 Q4	$102K	Buy	+1,836	New	+$98.2K	﹤0.01%	1441
2016 Q3	–	Sell	-200	Closed	-$10K	–	3960
2016 Q2	$10K	Buy	200 +32	+19%	+$1.58K	﹤0.01%	2742
2016 Q1	$11K	Sell	168 -1,232	-88%	-$55.4K	﹤0.01%	1572
2015 Q4	$66K	Buy	+1,400	New	+$67.2K	﹤0.01%	1434

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

IFP Advisors's IVOO Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.3% in Q2 2026, selling an estimated $3.48K and leaving 1,178 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

IFP Advisors first reported a position in IVOO in Q4 2015 and has held it in 41 quarters since. The position peaked at $272K in Q1 2023. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

IFP Advisors held 1,178 shares of Vanguard S&P Mid-Cap 400 ETF worth $154K as of Q2 2026.
IFP Advisors sold 28 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $3.48K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1693 holding.
IFP Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2015 and has held it in 41 quarters since.
IFP Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $272K in Q1 2023.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.