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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
2026
Q2 		$9.69M Buy
+74,317
New +$9.23M 0.18% 127
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mount Yale Investment Advisors's IVOO Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 74,317 shares worth $9.69M. The stake represents 0.18% of the portfolio and ranks #127 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IVOO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IVOO in Q2 2025 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Mount Yale Investment Advisors held 74,317 shares of Vanguard S&P Mid-Cap 400 ETF worth $9.69M as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.