New England Private Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

New England Private Wealth 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	$389K	Buy	3,034 +8	+0.3%	+$994	0.04%	156
2026 Q1	$346K	Buy	3,026 +9	+0.3%	+$1.06K	0.04%	153
2025 Q4	$337K	Buy	3,017 +11	+0.4%	+$1.22K	0.04%	145
2025 Q3	$332K	Buy	3,006 +11	+0.4%	+$1.2K	0.04%	144
2025 Q2	$323K	Buy	2,995 +10	+0.3%	+$994	0.05%	130
2025 Q1	$295K	Buy	2,985 +10	+0.3%	+$1.05K	0.05%	123
2024 Q4	$314K	Sell	2,975 -584	-16%	-$63.5K	0.05%	120
2024 Q3	$376K	Buy	3,559 +13	+0.4%	+$1.33K	0.06%	108
2024 Q2	$351K	Sell	3,546 -1	-0%	-$100	0.06%	107
2024 Q1	$363K	Buy	3,547 +9	+0.3%	+$863	0.06%	106
2023 Q4	$332K	Buy	3,538 +27	+0.8%	+$2.32K	0.06%	105
2023 Q3	$297K	Buy	3,511 +14	+0.4%	+$1.24K	0.06%	97
2023 Q2	$310K	Sell	3,497 -4	-0.1%	-$337	0.06%	93
2023 Q1	$296K	Buy	3,501 +9	+0.3%	+$776	0.06%	91
2022 Q4	$286K	Buy	3,492 +26	+0.8%	+$2.13K	0.06%	90
2022 Q3	$257K	Buy	3,466 +10	+0.3%	+$818	0.06%	86
2022 Q2	$314K	Sell	3,456 -4	-0.1%	-$334	0.06%	86
2022 Q1	$314K	Buy	3,460 +4	+0.1%	+$360	0.06%	87
2021 Q4	$331K	Buy	3,456 +26	+0.8%	+$2.45K	0.06%	84
2021 Q3	$306K	Hold	3,430	–	–	0.06%	87
2021 Q2	$312K	Buy	3,430 +8	+0.2%	+$731	0.06%	85
2021 Q1	$303K	Buy	3,422 +8	+0.2%	+$676	0.05%	81
2020 Q4	$265K	Sell	3,414 -4,670	-58%	-$333K	0.06%	74
2020 Q3	$508K	Buy	8,084 +40	+0.5%	+$2.53K	0.13%	60
2020 Q2	$483K	Sell	8,044 -950	-11%	-$53.5K	0.13%	60
2020 Q1	$438K	Buy	8,994 +3,404	+61%	+$214K	0.15%	57
2019 Q4	$388K	Buy	5,590 +54	+1%	+$3.61K	0.1%	60
2019 Q3	$361K	Sell	5,536 -590	-10%	-$38.3K	0.09%	108
2019 Q2	$402K	Hold	6,126	–	–	0.1%	104
2019 Q1	$392K	Buy	+6,126	New	+$381K	0.1%	102

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

New England Private Wealth Advisors's IVOO Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.26% in Q2 2026, buying an estimated $994 and bringing the position to 3,034 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #156.

New England Private Wealth Advisors first reported a position in IVOO in Q1 2019 and has held it in 30 quarters since. The position peaked at $508K in Q3 2020. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

New England Private Wealth Advisors held 3,034 shares of Vanguard S&P Mid-Cap 400 ETF worth $389K as of Q2 2026.
New England Private Wealth Advisors bought 8 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $994.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #156 holding.
New England Private Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 30 quarters since.
New England Private Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $508K in Q3 2020.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.