IHT Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

IHT Wealth Management’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	$214K	Buy	+1,642	New	+$204K	﹤0.01%	1159
2024 Q4	–	Sell	-2,262	Closed	-$239K	–	1151
2024 Q3	$239K	Sell	2,262 -542	-19%	-$55.4K	0.01%	1019
2024 Q2	$278K	Sell	2,804 -100	-3%	-$9.96K	0.01%	825
2024 Q1	$299K	Hold	2,904	–	–	0.01%	803
2023 Q4	$273K	Sell	2,904 -401	-12%	-$34.5K	0.01%	804
2023 Q3	$279K	Sell	3,305 -173	-5%	-$15.3K	0.01%	759
2023 Q2	$308K	Buy	3,478 +210	+6%	+$17.7K	0.02%	715
2023 Q1	$277K	Buy	3,268 +90	+3%	+$7.76K	0.02%	727
2022 Q4	$260K	Hold	3,178	–	–	0.02%	712
2022 Q3	$236K	Hold	3,178	–	–	0.02%	711
2022 Q2	$243K	Sell	3,178 -140	-4%	-$11.7K	0.02%	600
2022 Q1	$302K	Hold	3,318	–	–	0.02%	569
2021 Q4	$318K	Sell	3,318 -300	-8%	-$28.3K	0.02%	584
2021 Q3	$322K	Hold	3,618	–	–	0.03%	571
2021 Q2	$329K	Sell	3,618 -1,328	-27%	-$121K	0.02%	672
2021 Q1	$436K	Sell	4,946 -340	-6%	-$28.7K	0.03%	502
2020 Q4	$411K	Sell	5,286 -240	-4%	-$17.1K	0.03%	472
2020 Q3	$347K	Sell	5,526 -3,498	-39%	-$221K	0.03%	436
2020 Q2	$542K	Sell	9,024 -196	-2%	-$11K	0.07%	273
2020 Q1	$449K	Sell	9,220 -228	-2%	-$14.3K	0.06%	302
2019 Q4	$656K	Buy	9,448 +318	+3%	+$21.3K	0.08%	278
2019 Q3	$596K	Sell	9,130 -380	-4%	-$24.7K	0.08%	288
2019 Q2	$624K	Sell	9,510 -16	-0.2%	-$1.04K	0.09%	247
2019 Q1	$609K	Buy	9,526 +3,346	+54%	+$208K	0.1%	234
2018 Q4	$346K	Buy	6,180 +1,720	+39%	+$106K	0.07%	300
2018 Q3	$303K	Buy	+4,460	New	+$303K	0.07%	320
2018 Q2	–	Sell	-280	Closed	-$17K	–	895
2018 Q1	$17K	Sell	280 -19,278	-99%	-$1.24M	﹤0.01%	1032
2017 Q4	$1.28M	Buy	+19,558	New	+$1.22M	0.34%	67

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

IHT Wealth Management's IVOO Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,642 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in IVOO as recently as Q3 2024.

IHT Wealth Management first reported a position in IVOO in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.28M in Q4 2017. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

IHT Wealth Management held 1,642 shares of Vanguard S&P Mid-Cap 400 ETF worth $214K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new IHT Wealth Management position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1159 holding.
IHT Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and has held it in 28 quarters since.
IHT Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.28M in Q4 2017.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.