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 Q3	–	Sell	-1,548	Closed	-$202K	–	799
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

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

PFG Advisors's IVOO Position: Q3 2026 in Review

PFG Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026, closing a stake of 1,548 shares — an estimated $202K sold.

PFG Advisors first reported a position in IVOO in Q3 2022 and held it in 9 quarters. The position peaked at $2.4M in Q4 2022. 112 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

PFG Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2026 after selling out during the quarter.
PFG Advisors sold 1,548 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $202K.
PFG Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2022 and held it in 9 quarters.
PFG Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.4M in Q4 2022.
112 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.