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

Mascagni 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	$307K	Buy	2,351 +20	+0.9%	+$2.48K	0.19%	105
2026 Q1	$267K	Sell	2,331 -73	-3%	-$8.58K	0.19%	103
2025 Q4	$269K	Buy	2,404 +9	+0.4%	+$998	0.2%	100
2025 Q3	$264K	Sell	2,395 -428	-15%	-$46.6K	0.2%	102
2025 Q2	$296K	Sell	2,823 -420	-13%	-$41.7K	0.25%	92
2025 Q1	$320K	Hold	3,243	–	–	0.32%	81
2024 Q4	$320K	Buy	+3,243	New	+$352K	0.32%	81

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

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

Mascagni Wealth Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.86% in Q2 2026, buying an estimated $2.48K and bringing the position to 2,351 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #105.

Mascagni Wealth Management first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q1 2025. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Mascagni Wealth Management held 2,351 shares of Vanguard S&P Mid-Cap 400 ETF worth $307K as of Q2 2026.
Mascagni Wealth Management bought 20 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.48K.
Vanguard S&P Mid-Cap 400 ETF made up 0.19% of Mascagni Wealth Management's portfolio in Q2 2026, its #105 holding.
Mascagni Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $320K in Q1 2025.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.