Park Avenue Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Park Avenue Securities’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	$1.23M	Sell	9,425 -3,002	-24%	-$373K	0.01%	857
2026 Q1	$1.42M	Sell	12,427 -349	-3%	-$41K	0.01%	676
2025 Q4	$1.43M	Sell	12,776 -932	-7%	-$103K	0.01%	656
2025 Q3	$1.51M	Buy	13,708 +649	+5%	+$70.6K	0.01%	699
2025 Q2	$1.37M	Buy	13,059 +133	+1%	+$13.2K	0.01%	655
2025 Q1	$1.28M	Buy	12,926 +4,458	+53%	+$469K	0.02%	529
2024 Q4	$893K	Buy	+8,468	New	+$920K	0.01%	824

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

Park Avenue Securities's IVOO Position: Q2 2026 in Review

Park Avenue Securities reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 24% in Q2 2026, selling an estimated $373K and leaving 9,425 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #857.

Park Avenue Securities first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Park Avenue Securities held 9,425 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.23M as of Q2 2026.
Park Avenue Securities sold 3,002 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $373K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #857 holding.
Park Avenue Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
Park Avenue Securities's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.51M in Q3 2025.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.