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

Quadrant Private Wealth Management’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	$343K	Buy	+2,813	New	+$359K	0.05%	217

Other funds holding IVOO

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Francis Financial $642M AUM 10.36% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

NWM Advisors San Luis Obispo, California $128M AUM 15.16% 1-Year Est. Return

Quadrant Private Wealth Management's IVOO Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026: 2,813 shares worth $343K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings.

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

Quadrant Private Wealth Management held 2,813 shares of Vanguard S&P Mid-Cap 400 ETF worth $343K as of Q3 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Quadrant Private Wealth Management position in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.05% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #217 holding.
199 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.