Opulen Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Opulen Financial Group’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	$273K	Buy	2,090 +5	+0.2%	+$621	0.17%	94
2026 Q1	$238K	Buy	2,085 +6	+0.3%	+$705	0.17%	95
2025 Q4	$232K	Buy	2,079 +7	+0.3%	+$776	0.17%	95
2025 Q3	$229K	Buy	2,072 +7	+0.3%	+$762	0.17%	95
2025 Q2	$217K	Sell	2,065 -633	-23%	-$62.9K	0.18%	91
2025 Q1	$266K	Buy	2,698 +206	+8%	+$21.7K	0.24%	78
2024 Q4	$263K	Buy	+2,492	New	+$271K	0.24%	77

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

Opulen Financial Group's IVOO Position: Q2 2026 in Review

Opulen Financial Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.24% in Q2 2026, buying an estimated $621 and bringing the position to 2,090 shares worth $273K. The position accounts for 0.17% of the portfolio, ranked #94.

Opulen Financial Group first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Opulen Financial Group held 2,090 shares of Vanguard S&P Mid-Cap 400 ETF worth $273K as of Q2 2026.
Opulen Financial Group bought 5 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $621.
Vanguard S&P Mid-Cap 400 ETF made up 0.17% of Opulen Financial Group's portfolio in Q2 2026, its #94 holding.
Opulen Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.