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

Parallel 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	$10.2K	Hold	78	–	–	﹤0.01%	2941
2026 Q1	$8.92K	Hold	78	–	–	﹤0.01%	2801
2025 Q4	$8.72K	Sell	78 -102	-57%	-$11.3K	﹤0.01%	2660
2025 Q3	$19.9K	Hold	180	–	–	﹤0.01%	2252
2025 Q2	$18.9K	Hold	180	–	–	﹤0.01%	2230
2025 Q1	$17.8K	Buy	180 +102	+131%	+$10.7K	﹤0.01%	2200
2024 Q4	$8.23K	Hold	78	–	–	﹤0.01%	2475
2024 Q3	$8.24K	Hold	78	–	–	﹤0.01%	2467
2024 Q2	$7.73K	Hold	78	–	–	﹤0.01%	2399
2024 Q1	$8.04K	Hold	78	–	–	﹤0.01%	2395
2023 Q4	$7.33K	Hold	78	–	–	﹤0.01%	2402
2023 Q3	$6.59K	Hold	78	–	–	﹤0.01%	2383
2023 Q2	$6.91K	Hold	78	–	–	﹤0.01%	2315
2023 Q1	$6.61K	Hold	78	–	–	﹤0.01%	2308
2022 Q4	$6.38K	Hold	78	–	–	﹤0.01%	2220
2022 Q3	$6K	Hold	78	–	–	﹤0.01%	2213
2022 Q2	$6K	Hold	78	–	–	﹤0.01%	2186
2022 Q1	$7K	Hold	78	–	–	﹤0.01%	2170
2021 Q4	$7K	Hold	78	–	–	﹤0.01%	2260
2021 Q3	$7K	Buy	+78	New	+$7.1K	﹤0.01%	2230

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

Parallel Advisors's IVOO Position: Q2 2026 in Review

Parallel Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 78 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Parallel Advisors first reported a position in IVOO in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.9K in Q3 2025. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Parallel Advisors held 78 shares of Vanguard S&P Mid-Cap 400 ETF worth $10.2K as of Q2 2026.
Parallel Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2941 holding.
Parallel Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2021 and has held it in 20 quarters since.
Parallel Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $19.9K in Q3 2025.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.