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 Q3	–	Sell	-1,638	Closed	-$214K	–	110
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

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Lutz Financial Services's IVOO Position: Q3 2026 in Review

Lutz Financial Services sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026, closing a stake of 1,638 shares — an estimated $214K sold.

Lutz Financial Services first reported a position in IVOO in Q4 2017 and held it in 10 quarters. The position peaked at $380K in Q4 2019. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Lutz Financial Services reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2026 after selling out during the quarter.
Lutz Financial Services sold 1,638 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $214K.
Lutz Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and held it in 10 quarters.
Lutz Financial Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $380K in Q4 2019.
174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.