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

Plante Moran Financial 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	$124K	Hold	950	–	–	0.01%	220
2026 Q1	$109K	Buy	950 +698	+277%	+$82K	0.01%	217
2025 Q4	$28.2K	Hold	252	–	–	﹤0.01%	394
2025 Q3	$27.8K	Sell	252 -126	-33%	-$13.7K	﹤0.01%	424
2025 Q2	$39.7K	Buy	378 +132	+54%	+$13.1K	﹤0.01%	375
2025 Q1	$24.3K	Hold	246	–	–	﹤0.01%	454
2024 Q4	$26K	Hold	246	–	–	﹤0.01%	444
2024 Q3	$26K	Hold	246	–	–	﹤0.01%	483
2024 Q2	$24.4K	Sell	246 -60	-20%	-$5.98K	﹤0.01%	449
2024 Q1	$31.5K	Buy	306 +60	+24%	+$5.76K	﹤0.01%	426
2023 Q4	$23.1K	Hold	246	–	–	﹤0.01%	433
2023 Q3	$20.8K	Hold	246	–	–	﹤0.01%	428
2023 Q2	$21.8K	Sell	246 -40	-14%	-$3.37K	﹤0.01%	429
2023 Q1	$24.2K	Buy	286 +40	+16%	+$3.45K	﹤0.01%	410
2022 Q4	$20.1K	Hold	246	–	–	﹤0.01%	457
2022 Q3	$18K	Hold	246	–	–	﹤0.01%	483
2022 Q2	$19K	Hold	246	–	–	﹤0.01%	477
2022 Q1	$22K	Hold	246	–	–	﹤0.01%	480
2021 Q4	$24K	Buy	+246	New	+$23.2K	﹤0.01%	512

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

Plante Moran Financial Advisors's IVOO Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 950 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #220.

Plante Moran Financial Advisors first reported a position in IVOO in Q4 2021 and has held it in 19 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Plante Moran Financial Advisors held 950 shares of Vanguard S&P Mid-Cap 400 ETF worth $124K as of Q2 2026.
Plante Moran Financial 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 Plante Moran Financial Advisors's portfolio in Q2 2026, its #220 holding.
Plante Moran Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 19 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.