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

Lutz Financial Services’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	$214K	Buy	+1,638	New	+$203K	0.01%	111
2020 Q1	–	Sell	-5,470	Closed	-$380K	–	63
2019 Q4	$380K	Buy	5,470 +50	+0.9%	+$3.35K	0.07%	60
2019 Q3	$354K	Buy	5,420 +16	+0.3%	+$1.04K	0.07%	59
2019 Q2	$355K	Hold	5,404	–	–	0.07%	59
2019 Q1	$346K	Buy	5,404 +8	+0.1%	+$498	0.07%	55
2018 Q4	$302K	Buy	5,396 +34	+0.6%	+$2.09K	0.07%	59
2018 Q3	$365K	Buy	5,362 +116	+2%	+$7.87K	0.08%	47
2018 Q2	$345K	Buy	5,246 +8	+0.2%	+$521	0.1%	38
2018 Q1	$332K	Hold	5,238	–	–	0.1%	39
2017 Q4	$335K	Buy	+5,238	New	+$327K	0.1%	42

Other funds holding IVOO

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lutz Financial Services's IVOO Position: Q2 2026 in Review

Lutz Financial Services opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,638 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #111 among its holdings. This is a return to the name: Lutz Financial Services previously reported a position in IVOO as recently as Q4 2019.

Lutz Financial Services first reported a position in IVOO in Q4 2017 and has held it in 10 quarters since. The position peaked at $380K in Q4 2019. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Lutz Financial Services held 1,638 shares of Vanguard S&P Mid-Cap 400 ETF worth $214K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Lutz Financial Services position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Lutz Financial Services's portfolio in Q2 2026, its #111 holding.
Lutz Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and has held it in 10 quarters since.
Lutz Financial Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $380K in Q4 2019.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.