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LifeSteps Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

LifeSteps Financial’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 		$187K Buy
+1,436
New +$178K 0.09% 100
2024
Q2 		– Sell
-1,716
Closed -$177K – 236
2024
Q1 		$177K Buy
+1,716
New +$165K 0.13% 87

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
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
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

LifeSteps Financial's IVOO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,436 shares worth $187K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IVOO as recently as Q1 2024.

LifeSteps Financial first reported a position in IVOO in Q1 2024 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • LifeSteps Financial held 1,436 shares of Vanguard S&P Mid-Cap 400 ETF worth $187K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.09% of LifeSteps Financial's portfolio in Q2 2026, its #100 holding.
  • LifeSteps Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.