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

NewEdge Wealth’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 Q1	$326K	Buy	2,852 +26	+0.9%	+$3.06K	﹤0.01%	942
2025 Q4	$316K	Hold	2,826	–	–	﹤0.01%	1004
2025 Q3	$310K	Hold	2,826	–	–	﹤0.01%	869
2025 Q2	$299K	Hold	2,826	–	–	﹤0.01%	834
2025 Q1	$279K	Hold	2,826	–	–	0.01%	788
2024 Q4	$298K	Hold	2,826	–	–	0.01%	768
2024 Q3	$299K	Hold	2,826	–	–	0.01%	729
2024 Q2	$280K	Sell	2,826 -24	-0.8%	-$2.39K	0.01%	654
2024 Q1	$280K	Buy	2,850 +24	+0.8%	+$2.3K	0.01%	682
2023 Q4	$266K	Hold	2,826	–	–	0.01%	643
2023 Q3	$239K	Buy	+2,826	New	+$251K	0.01%	581

Other funds holding IVOO

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

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

LMIM

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

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

SILC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Wealth's IVOO Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.92% in Q1 2026, buying an estimated $3.06K and bringing the position to 2,852 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

NewEdge Wealth first reported a position in IVOO in Q3 2023 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

NewEdge Wealth held 2,852 shares of Vanguard S&P Mid-Cap 400 ETF worth $326K as of Q1 2026.
NewEdge Wealth bought 26 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $3.06K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #942 holding.
NewEdge Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 11 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.