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

Private Wealth Management 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 		– Sell
-200
Closed -$22.9K – 1486
2026
Q1 		$22.9K Buy
+200
New +$23.5K 0.01% 303

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Wealth Management Group's IVOO Position: Q2 2026 in Review

Private Wealth Management Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 200 shares — an estimated $22.9K sold.

Private Wealth Management Group first reported a position in IVOO in Q1 2026 and held it in 1 quarter. The position peaked at $22.9K in Q1 2026. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Private Wealth Management Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 200 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $22.9K.
  • Private Wealth Management Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and held it in 1 quarter.
  • Private Wealth Management Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $22.9K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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