Janney Montgomery Scott
IVOO icon

Janney Montgomery Scott’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Janney Montgomery Scott’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 		$9.07M Buy
69,565
+4,998
+8% +$621K 0.02% 715
2026
Q1 		$7.38M Buy
64,567
+2,119
+3% +$249K 0.02% 694
2025
Q4 		$6.98M Buy
62,448
+661
+1% +$73.3K 0.02% 750
2025
Q3 		$6.82M Sell
61,787
-1,465
-2% -$159K 0.02% 753
2025
Q2 		$6.64M Buy
63,252
+4,999
+9% +$497K 0.02% 710
2025
Q1 		$5.75M Buy
58,253
+3,458
+6% +$364K 0.02% 725
2024
Q4 		$5.78M Buy
54,795
+5,915
+12% +$643K 0.02% 725
2024
Q3 		$5.16M Buy
48,880
+1,783
+4% +$182K 0.01% 747
2024
Q2 		$4.67M Sell
47,097
-1,318
-3% -$131K 0.01% 757
2024
Q1 		$4.99M Buy
48,415
+998
+2% +$95.7K 0.01% 769
2023
Q4 		$4.46M Buy
47,417
+3,352
+8% +$288K 0.01% 782
2023
Q3 		$3.73M Buy
44,065
+7,287
+20% +$646K 0.01% 777
2023
Q2 		$3.26M Sell
36,778
-7,817
-18% -$658K 0.01% 854
2023
Q1 		$3.78M Buy
44,595
+4,347
+11% +$375K 0.02% 716
2022
Q4 		$3.29M Sell
40,248
-6,132
-13% -$502K 0.01% 818
2022
Q3 		$3.45M Buy
46,380
+9,104
+24% +$745K 0.01% 752
2022
Q2 		$2.9M Buy
37,276
+124
+0.3% +$10.4K 0.01% 771
2022
Q1 		$3.38M Buy
37,152
+1,030
+3% +$92.8K 0.01% 711
2021
Q4 		$3.46M Buy
36,122
+13,364
+59% +$1.26M 0.01% 760
2021
Q3 		$2.03M Buy
22,758
+330
+1% +$30.1K 0.01% 942
2021
Q2 		$2.04M Buy
22,428
+7,198
+47% +$658K 0.01% 930
2021
Q1 		$1.34M Sell
15,230
-18,452
-55% -$1.56M 0.01% 1058
2020
Q4 		$2.62M Buy
33,682
+18,274
+119% +$1.3M 0.01% 760
2020
Q3 		$967K Sell
15,408
-722
-4% -$45.7K 0.01% 1103
2020
Q2 		$970K Sell
16,130
-1,236
-7% -$69.5K 0.01% 1051
2020
Q1 		$845K Buy
17,366
+2,810
+19% +$176K 0.01% 992
2019
Q4 		$1.01M Buy
14,556
+11,366
+356% +$761K 0.01% 1080
2019
Q3 		$208K Buy
+3,190
New +$207K ﹤0.01% 1881

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott's IVOO Position: Q2 2026 in Review

Janney Montgomery Scott increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 7.7% in Q2 2026, buying an estimated $621K and bringing the position to 69,565 shares worth $9.07M. The position accounts for 0.02% of the portfolio, ranked #715.

Janney Montgomery Scott first reported a position in IVOO in Q3 2019 and has held it in 28 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Janney Montgomery Scott held 69,565 shares of Vanguard S&P Mid-Cap 400 ETF worth $9.07M as of Q2 2026.
  • Janney Montgomery Scott bought 4,998 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $621K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #715 holding.
  • Janney Montgomery Scott first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2019 and has held it in 28 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.