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

Rialto 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 Q1	$686	Hold	6	–	–	﹤0.01%	1248
2025 Q4	$671	Hold	6	–	–	﹤0.01%	1136
2025 Q3	$663	Hold	6	–	–	﹤0.01%	1093
2025 Q2	$630	Hold	6	–	–	﹤0.01%	1037
2025 Q1	$593	Hold	6	–	–	﹤0.01%	741
2024 Q4	$633	Buy	+6	New	+$652	﹤0.01%	503

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rialto Wealth Management's IVOO Position: Q1 2026 in Review

Rialto Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 6 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Rialto Wealth Management first reported a position in IVOO in Q4 2024 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Rialto Wealth Management held 6 shares of Vanguard S&P Mid-Cap 400 ETF worth $686 as of Q1 2026.
Rialto Wealth Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1248 holding.
Rialto Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.