McKinley Carter Wealth Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

McKinley Carter Wealth 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	$841K	Hold	6,452	–	–	0.04%	188
2026 Q1	$738K	Hold	6,452	–	–	0.04%	189
2025 Q4	$721K	Hold	6,452	–	–	0.04%	194
2025 Q3	$712K	Hold	6,452	–	–	0.04%	192
2025 Q2	$677K	Sell	6,452 -435	-6%	-$43.2K	0.04%	184
2025 Q1	$680K	Sell	6,887 -62	-0.9%	-$6.52K	0.04%	181
2024 Q4	$733K	Hold	6,949	–	–	0.04%	170
2024 Q3	$734K	Hold	6,949	–	–	0.04%	182
2024 Q2	$689K	Sell	6,949 -135	-2%	-$13.4K	0.04%	180
2024 Q1	$730K	Hold	7,084	–	–	0.05%	174
2023 Q4	$666K	Hold	7,084	–	–	0.05%	178
2023 Q3	$599K	Sell	7,084 -580	-8%	-$51.5K	0.05%	183
2023 Q2	$679K	Hold	7,664	–	–	0.05%	181
2023 Q1	$649K	Sell	7,664 -170	-2%	-$14.7K	0.05%	183
2022 Q4	$641K	Hold	7,834	–	–	0.05%	178
2022 Q3	$582K	Hold	7,834	–	–	0.05%	171
2022 Q2	$600K	Hold	7,834	–	–	0.05%	176
2022 Q1	$712K	Hold	7,834	–	–	0.06%	172
2021 Q4	$750K	Sell	7,834 -124	-2%	-$11.7K	0.06%	165
2021 Q3	$709K	Hold	7,958	–	–	0.06%	161
2021 Q2	$724K	Sell	7,958 -632	-7%	-$57.8K	0.06%	160
2021 Q1	$758K	Hold	8,590	–	–	0.06%	157
2020 Q4	$668K	Buy	+8,590	New	+$613K	0.09%	149

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

McKinley Carter Wealth Services's IVOO Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 6,452 shares worth $841K. The position accounts for 0.04% of the portfolio, ranked #188.

McKinley Carter Wealth Services first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

McKinley Carter Wealth Services held 6,452 shares of Vanguard S&P Mid-Cap 400 ETF worth $841K as of Q2 2026.
McKinley Carter Wealth Services left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #188 holding.
McKinley Carter Wealth Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.