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Polaris Financial Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Polaris Financial Partners’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 		$131K Buy
+1,073
New +$137K 0.06% 102

Other funds holding IVOO

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Polaris Financial Partners's IVOO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026: 1,073 shares worth $131K. The stake represents 0.06% of the portfolio and ranks #102 among its holdings.

3 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Polaris Financial Partners held 1,073 shares of Vanguard S&P Mid-Cap 400 ETF worth $131K as of Q3 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new Polaris Financial Partners position in Q3 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.06% of Polaris Financial Partners's portfolio in Q3 2026, its #102 holding.
  • 3 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.