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

Ledgewood 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	$215K	Buy	+1,648	New	+$205K	0.11%	69

Other funds holding IVOO

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Andrews Advisory Associates Honolulu, Hawaii $208M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

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

Ledgewood Wealth Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,648 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #69 among its holdings.

43 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Ledgewood Wealth Advisors held 1,648 shares of Vanguard S&P Mid-Cap 400 ETF worth $215K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Ledgewood Wealth Advisors position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.11% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #69 holding.
43 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.