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

Kestra Advisory Services’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 		$6.34M Sell
48,593
-6,527
-12% -$811K 0.02% 710
2026
Q1 		$6.3M Buy
55,120
+5,043
+10% +$593K 0.02% 677
2025
Q4 		$5.6M Buy
50,077
+9,793
+24% +$1.09M 0.02% 671
2025
Q3 		$4.45M Sell
40,284
-1,476
-4% -$161K 0.02% 741
2025
Q2 		$4.38M Buy
41,760
+3,909
+10% +$389K 0.02% 703
2025
Q1 		$3.74M Buy
37,851
+11,120
+42% +$1.17M 0.02% 699
2024
Q4 		$2.82M Buy
26,731
+5,963
+29% +$648K 0.02% 825
2024
Q3 		$2.19M Buy
20,768
+2,041
+11% +$208K 0.01% 911
2024
Q2 		$1.86M Buy
18,727
+732
+4% +$72.9K 0.01% 998
2024
Q1 		$1.85M Buy
17,995
+147
+0.8% +$14.1K 0.01% 918
2023
Q4 		$1.68M Sell
17,848
-126
-0.7% -$10.8K 0.01% 878
2023
Q3 		$1.52M Buy
17,974
+3,206
+22% +$284K 0.01% 798
2023
Q2 		$1.31M Buy
14,768
+137
+0.9% +$11.5K 0.01% 853
2023
Q1 		$1.24M Sell
14,631
-39
-0.3% -$3.36K 0.01% 844
2022
Q4 		$1.2M Buy
14,670
+200
+1% +$16.4K 0.01% 973
2022
Q3 		$1.07M Buy
14,470
+202
+1% +$16.5K 0.01% 941
2022
Q2 		$1.09M Buy
14,268
+3,040
+27% +$254K 0.01% 939
2022
Q1 		$1.02M Sell
11,228
-38
-0.3% -$3.42K 0.01% 947
2021
Q4 		$1.08M Buy
11,266
+290
+3% +$27.3K 0.01% 946
2021
Q3 		$978K Sell
10,976
-240
-2% -$21.9K 0.01% 1031
2021
Q2 		$1.02M Buy
11,216
+12
+0.1% +$1.1K 0.01% 933
2021
Q1 		$988K Sell
11,204
-172
-2% -$14.5K 0.01% 874
2020
Q4 		$883K Buy
11,376
+11,198
+6,291% +$800K 0.01% 917
2020
Q3 		$710K Buy
+178
New +$11.3K 0.01% 734

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

Kestra Advisory Services's IVOO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 12% in Q2 2026, selling an estimated $811K and leaving 48,593 shares worth $6.34M. The position accounts for 0.02% of the portfolio, ranked #710.

Kestra Advisory Services first reported a position in IVOO in Q3 2020 and has held it in 24 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Kestra Advisory Services held 48,593 shares of Vanguard S&P Mid-Cap 400 ETF worth $6.34M as of Q2 2026.
  • Kestra Advisory Services sold 6,527 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $811K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #710 holding.
  • Kestra Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2020 and has held it in 24 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.