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

Motley Fool 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	–	Sell	-3,154	Closed	-$361K	–	68
2026 Q1	$361K	Sell	3,154 -10,963	-78%	-$1.29M	0.04%	121
2025 Q4	$1.58M	Buy	+14,117	New	+$1.57M	0.12%	110
2025 Q1	–	Sell	-25,675	Closed	-$2.71M	–	129
2024 Q4	$2.71M	Buy	+25,675	New	+$2.79M	0.14%	109

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

Motley Fool Wealth Management's IVOO Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 3,154 shares — an estimated $361K sold.

Motley Fool Wealth Management first reported a position in IVOO in Q4 2024 and held it in 3 quarters. The position peaked at $2.71M in Q4 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Motley Fool Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 3,154 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $361K.
Motley Fool Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 3 quarters.
Motley Fool Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.71M in Q4 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.