Private Advisor Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Private Advisor Group’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	$5.31M	Buy	40,698 +4,071	+11%	+$506K	0.02%	601
2026 Q1	$4.19M	Sell	36,627 -1,162	-3%	-$137K	0.02%	723
2025 Q4	$4.22M	Sell	37,789 -3,022	-7%	-$335K	0.02%	691
2025 Q3	$4.5M	Sell	40,811 -1,911	-4%	-$208K	0.02%	662
2025 Q2	$4.48M	Sell	42,722 -1,124	-3%	-$112K	0.02%	609
2025 Q1	$4.33M	Sell	43,846 -1,501	-3%	-$158K	0.03%	591
2024 Q4	$4.78M	Buy	45,347 +1,351	+3%	+$147K	0.03%	546
2024 Q3	$4.65M	Buy	43,996 +31	+0.1%	+$3.17K	0.03%	561
2024 Q2	$4.36M	Sell	43,965 -646	-1%	-$64.3K	0.03%	538
2024 Q1	$4.6M	Sell	44,611 -1,716	-4%	-$165K	0.03%	483
2023 Q4	$4.35M	Sell	46,327 -69	-0.1%	-$5.93K	0.03%	480
2023 Q3	$3.92M	Buy	46,396 +77	+0.2%	+$6.83K	0.04%	474
2023 Q2	$4.1M	Buy	46,319 +831	+2%	+$70K	0.04%	475
2023 Q1	$3.85M	Sell	45,488 -930	-2%	-$80.1K	0.04%	469
2022 Q4	$3.8K	Sell	46,418 -2,106	-4%	-$172K	﹤0.01%	1040
2022 Q3	$3.6M	Buy	48,524 +1,302	+3%	+$107K	0.04%	430
2022 Q2	$3.62M	Buy	47,222 +372	+0.8%	+$31.1K	0.03%	505
2022 Q1	$4.26M	Buy	46,850 +4,054	+9%	+$365K	0.03%	510
2021 Q4	$4.1M	Sell	42,796 -35,188	-45%	-$3.32M	0.03%	528
2021 Q3	$6.95M	Buy	77,984 +38,558	+98%	+$3.51M	0.04%	409
2021 Q2	$3.59M	Buy	39,426 +2,576	+7%	+$235K	0.03%	525
2021 Q1	$3.25M	Buy	36,850 +2,194	+6%	+$185K	0.03%	520
2020 Q4	$2.69M	Buy	34,656 +1,382	+4%	+$98.7K	0.03%	554
2020 Q3	$2.09M	Sell	33,274 -1,152	-3%	-$72.8K	0.03%	535
2020 Q2	$2.07M	Sell	34,426 -4,064	-11%	-$229K	0.03%	525
2020 Q1	$1.87M	Sell	38,490 -2,394	-6%	-$150K	0.03%	462
2019 Q4	$2.84M	Sell	40,884 -482	-1%	-$32.3K	0.04%	423
2019 Q3	$2.7M	Sell	41,366 -660	-2%	-$42.9K	0.04%	448
2019 Q2	$2.76M	Sell	42,026 -1,444	-3%	-$93.5K	0.05%	388
2019 Q1	$2.78M	Sell	43,470 -1,146	-3%	-$71.4K	0.05%	341
2018 Q4	$2.5M	Sell	44,616 -3,024	-6%	-$186K	0.06%	314
2018 Q3	$3.24M	Buy	47,640 +29,496	+163%	+$2M	0.07%	290
2018 Q2	$1.19M	Sell	18,144 -9,568	-35%	-$623K	0.02%	421
2018 Q1	$1.76M	Buy	27,712 +12,272	+79%	+$791K	0.07%	282
2017 Q4	$1.01M	Sell	15,440 -15,736	-50%	-$982K	0.04%	420
2017 Q3	$1.9M	Buy	31,176 +5,324	+21%	+$313K	0.05%	375
2017 Q2	$1.52M	Buy	25,852 +3,280	+15%	+$191K	0.04%	426
2017 Q1	$1.29M	Buy	22,572 +2,826	+14%	+$162K	0.04%	472
2016 Q4	$1.12M	Buy	19,746 +4,388	+29%	+$235K	0.04%	463
2016 Q3	$792K	Buy	15,358 +1,696	+12%	+$88.4K	0.03%	494
2016 Q2	$685K	Buy	13,662 +2,588	+23%	+$128K	0.03%	521
2016 Q1	$538K	Buy	11,074 +3,772	+52%	+$169K	0.03%	554
2015 Q4	$343K	Buy	+7,302	New	+$351K	0.02%	741
2014 Q4	–	Sell	-1,804	Closed	-$84K	–	1153
2014 Q3	$84K	Buy	+1,804	New	+$85.9K	0.01%	986

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

Private Advisor Group's IVOO Position: Q2 2026 in Review

Private Advisor Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 11% in Q2 2026, buying an estimated $506K and bringing the position to 40,698 shares worth $5.31M. The position accounts for 0.02% of the portfolio, ranked #601.

Private Advisor Group first reported a position in IVOO in Q3 2014 and has held it in 44 quarters since. The position peaked at $6.95M in Q3 2021. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Private Advisor Group held 40,698 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.31M as of Q2 2026.
Private Advisor Group bought 4,071 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $506K.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #601 holding.
Private Advisor Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2014 and has held it in 44 quarters since.
Private Advisor Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $6.95M in Q3 2021.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.