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

Lodestone Wealth Management’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 		$50.7K Hold
389
– – 0.02% 313
2026
Q1 		$44.5K Hold
389
– – 0.02% 309
2025
Q4 		$43.5K Buy
+389
New +$43.1K 0.02% 307

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

Lodestone Wealth Management's IVOO Position: Q2 2026 in Review

Lodestone Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 389 shares worth $50.7K. The position accounts for 0.02% of the portfolio, ranked #313.

Lodestone Wealth Management first reported a position in IVOO in Q4 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Lodestone Wealth Management held 389 shares of Vanguard S&P Mid-Cap 400 ETF worth $50.7K as of Q2 2026.
  • Lodestone Wealth Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Lodestone Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.