Mount Yale Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-557	Closed	-$58.5K	–	1137
2025 Q2	$58.5K	Buy	+557	New	+$55.4K	﹤0.01%	775

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's IVOO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2025, closing a stake of 557 shares — an estimated $58.5K sold.

Mount Yale Investment Advisors first reported a position in IVOO in Q2 2025 and held it in 1 quarter. The position peaked at $58.5K in Q2 2025. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 557 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2025, an estimated $58.5K.
Mount Yale Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $58.5K in Q2 2025.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.