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

NewEdge 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	$984K	Sell	7,550 -259	-3%	-$32.2K	﹤0.01%	1679
2026 Q1	$893K	Sell	7,809 -46	-0.6%	-$5.41K	﹤0.01%	1568
2025 Q4	$878K	Sell	7,855 -11	-0.1%	-$1.22K	﹤0.01%	1572
2025 Q3	$868K	Buy	7,866 +4,986	+173%	+$542K	﹤0.01%	1474
2025 Q2	$302K	Sell	2,880 -889	-24%	-$88.4K	﹤0.01%	2017
2025 Q1	$372K	Sell	3,769 -8	-0.2%	-$842	﹤0.01%	1758
2024 Q4	$398K	Buy	3,777 +887	+31%	+$96.4K	﹤0.01%	1694
2024 Q3	$305K	Buy	2,890 +176	+6%	+$18K	﹤0.01%	1791
2024 Q2	$269K	Buy	2,714 +646	+31%	+$64.3K	﹤0.01%	1779
2024 Q1	$213K	Buy	2,068 +2,000	+2,941%	+$192K	﹤0.01%	1813
2023 Q4	$6.39K	Sell	68 -6,418	-99%	-$552K	﹤0.01%	3034
2023 Q3	$548K	Buy	6,486 +6,418	+9,438%	+$569K	0.01%	1125
2023 Q2	$6.02K	Hold	68	–	–	﹤0.01%	2751
2023 Q1	$5.76K	Hold	68	–	–	﹤0.01%	2732
2022 Q4	$6	Buy	+68	New	+$5.56K	﹤0.01%	3779

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

NewEdge Advisors's IVOO Position: Q2 2026 in Review

NewEdge Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.3% in Q2 2026, selling an estimated $32.2K and leaving 7,550 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

NewEdge Advisors first reported a position in IVOO in Q4 2022 and has held it in 15 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

NewEdge Advisors held 7,550 shares of Vanguard S&P Mid-Cap 400 ETF worth $984K as of Q2 2026.
NewEdge Advisors sold 259 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $32.2K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1679 holding.
NewEdge Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and has held it in 15 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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