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

JFS Wealth 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	$35.6K	Buy	273 +1	+0.4%	+$124	﹤0.01%	620
2026 Q1	$31.1K	Buy	272 +1	+0.4%	+$118	﹤0.01%	628
2025 Q4	$30.3K	Buy	271 +1	+0.4%	+$111	﹤0.01%	639
2025 Q3	$29.8K	Buy	270 +1	+0.4%	+$109	﹤0.01%	614
2025 Q2	$28.3K	Buy	269 +1	+0.4%	+$99	﹤0.01%	580
2025 Q1	$26.5K	Hold	268	–	–	﹤0.01%	602
2024 Q4	$28.2K	Buy	268 +2	+0.8%	+$217	﹤0.01%	561
2024 Q3	$28.1K	Buy	266 +1	+0.4%	+$102	﹤0.01%	572
2024 Q2	$26.2K	Hold	265	–	–	﹤0.01%	543
2024 Q1	$27.3K	Buy	265 +1	+0.4%	+$96	﹤0.01%	559
2023 Q4	$24.8K	Hold	264	–	–	﹤0.01%	537
2023 Q3	$22.3K	Hold	264	–	–	﹤0.01%	518
2023 Q2	$23.4K	Hold	264	–	–	﹤0.01%	510
2023 Q1	$22.4K	Buy	+264	New	+$22.8K	﹤0.01%	504

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

JFS Wealth Advisors's IVOO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.37% in Q2 2026, buying an estimated $124 and bringing the position to 273 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

JFS Wealth Advisors first reported a position in IVOO in Q1 2023 and has held it in 14 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

JFS Wealth Advisors held 273 shares of Vanguard S&P Mid-Cap 400 ETF worth $35.6K as of Q2 2026.
JFS Wealth Advisors bought 1 Vanguard S&P Mid-Cap 400 ETF share in Q2 2026, an estimated $124.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #620 holding.
JFS Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 14 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.