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

PFG 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	$202K	Sell	1,548 -243	-14%	-$30.2K	0.01%	778
2026 Q1	$205K	Sell	1,791 -2,103	-54%	-$247K	0.01%	769
2025 Q4	$435K	Sell	3,894 -1,735	-31%	-$192K	0.02%	559
2025 Q3	$621K	Buy	+5,629	New	+$612K	0.03%	505
2025 Q2	–	Sell	-3,040	Closed	-$300K	–	697
2025 Q1	$300K	Buy	+3,040	New	+$320K	0.02%	588
2023 Q3	–	Sell	-2,919	Closed	-$258K	–	648
2023 Q2	$258K	Sell	2,919 -1,702	-37%	-$143K	0.02%	561
2023 Q1	$391K	Sell	4,621 -24,713	-84%	-$2.13M	0.03%	438
2022 Q4	$2.4M	Buy	29,334 +13,124	+81%	+$1.07M	0.24%	118
2022 Q3	$1.2M	Buy	+16,210	New	+$1.33M	0.14%	190

Other funds holding IVOO

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Advisors's IVOO Position: Q2 2026 in Review

PFG Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 14% in Q2 2026, selling an estimated $30.2K and leaving 1,548 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #778.

PFG Advisors first reported a position in IVOO in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.4M in Q4 2022. 118 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

PFG Advisors held 1,548 shares of Vanguard S&P Mid-Cap 400 ETF worth $202K as of Q2 2026.
PFG Advisors sold 243 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $30.2K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #778 holding.
PFG Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2022 and has held it in 9 quarters since.
PFG Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.4M in Q4 2022.
118 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.