Legacy Solutions LLC
IVOO icon

Legacy Solutions LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Legacy Solutions LLC’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
Q3 		$4.64M Buy
38,126
+1,187
+3% +$152K 3.55% 7
2026
Q2 		$4.82M Buy
36,939
+168
+0.5% +$20.9K 3.9% 6
2026
Q1 		$4.2M Sell
36,771
-2,688
-7% -$316K 3.9% 7
2025
Q4 		$4.41M Buy
39,459
+981
+3% +$109K 3.88% 7
2025
Q3 		$4.25M Buy
38,478
+153
+0.4% +$16.6K 3.82% 7
2025
Q2 		$4.02M Buy
38,325
+1,141
+3% +$113K 3.85% 7
2025
Q1 		$3.67M Buy
37,184
+1,013
+3% +$107K 4.04% 7
2024
Q4 		$3.82M Buy
+36,171
New +$3.93M 4.16% 7

Other funds holding IVOO

Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
May Barnhard Investments
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Solutions LLC's IVOO Position: Q3 2026 in Review

Legacy Solutions LLC increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.2% in Q3 2026, buying an estimated $152K and bringing the position to 38,126 shares worth $4.64M. The position accounts for 3.55% of the portfolio, ranked #7.

Legacy Solutions LLC first reported a position in IVOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q2 2026. 83 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Legacy Solutions LLC held 38,126 shares of Vanguard S&P Mid-Cap 400 ETF worth $4.64M as of Q3 2026.
  • Legacy Solutions LLC bought 1,187 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $152K.
  • Vanguard S&P Mid-Cap 400 ETF made up 3.55% of Legacy Solutions LLC's portfolio in Q3 2026, its #7 holding.
  • Legacy Solutions LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.82M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.