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 Q2	$1.2M	Buy	9,198 +6,346	+223%	+$788K	0.01%	613
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 $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 Wealth's IVOO Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 223% in Q2 2026, buying an estimated $788K and bringing the position to 9,198 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #613.

NewEdge Wealth first reported a position in IVOO in Q3 2023 and has held it in 12 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

NewEdge Wealth held 9,198 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.2M as of Q2 2026.
NewEdge Wealth bought 6,346 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $788K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #613 holding.
NewEdge Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 12 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.