LSL
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
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

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AAA
Andrews Advisory Associates Honolulu, Hawaii $208M AUM
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Legacy Solutions LLC's IVOO Position: Q2 2026 in Review

Legacy Solutions LLC increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.46% in Q2 2026, buying an estimated $20.9K and bringing the position to 36,939 shares worth $4.82M. The position accounts for 3.9% of the portfolio, ranked #6.

Legacy Solutions LLC first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Legacy Solutions LLC held 36,939 shares of Vanguard S&P Mid-Cap 400 ETF worth $4.82M as of Q2 2026.
  • Legacy Solutions LLC bought 168 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $20.9K.
  • Vanguard S&P Mid-Cap 400 ETF made up 3.9% of Legacy Solutions LLC's portfolio in Q2 2026, its #6 holding.
  • Legacy Solutions LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.