Ritter Daniher Financial Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ritter Daniher Financial Advisory’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	$1.43M	Sell	10,947 -467	-4%	-$58K	0.22%	55
2026 Q1	$1.3M	Buy	11,414 +79	+0.7%	+$9.28K	0.22%	53
2025 Q4	$1.27M	Buy	11,335 +476	+4%	+$52.8K	0.21%	56
2025 Q3	$1.2M	Sell	10,859 -120	-1%	-$13.1K	0.21%	56
2025 Q2	$1.15M	Hold	10,979	–	–	0.28%	30
2025 Q1	$1.08M	Sell	10,979 -60	-0.5%	-$6.31K	0.3%	30
2024 Q4	$1.16M	Sell	11,039 -28	-0.3%	-$3.04K	0.33%	29
2024 Q3	$1.17M	Sell	11,067 -83	-0.7%	-$8.48K	0.34%	26
2024 Q2	$1.11M	Buy	11,150 +100	+0.9%	+$9.96K	0.35%	25
2024 Q1	$1.14M	Hold	11,050	–	–	0.38%	23
2023 Q4	$1.04M	Hold	11,050	–	–	0.39%	23
2023 Q3	$934K	Hold	11,050	–	–	0.39%	20
2023 Q2	$979K	Sell	11,050 -1,200	-10%	-$101K	0.41%	20
2023 Q1	$1.04M	Buy	12,250 +10	+0.1%	+$862	0.46%	18
2022 Q4	$1M	Buy	12,240 +2,000	+20%	+$164K	0.48%	22
2022 Q3	$761K	Buy	10,240 +284	+3%	+$23.2K	0.55%	25
2022 Q2	$762K	Hold	9,956	–	–	0.54%	21
2022 Q1	$905K	Buy	9,956 +60	+0.6%	+$5.4K	0.62%	20
2021 Q4	$948K	Sell	9,896 -62	-0.6%	-$5.84K	0.63%	19
2021 Q3	$887K	Buy	9,958 +56	+0.6%	+$5.1K	0.65%	18
2021 Q2	$901K	Hold	9,902	–	–	0.67%	18
2021 Q1	$874K	Hold	9,902	–	–	0.7%	17
2020 Q4	$770K	Buy	+9,902	New	+$707K	0.67%	19

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

Ritter Daniher Financial Advisory's IVOO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.1% in Q2 2026, selling an estimated $58K and leaving 10,947 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #55.

Ritter Daniher Financial Advisory first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Ritter Daniher Financial Advisory held 10,947 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.43M as of Q2 2026.
Ritter Daniher Financial Advisory sold 467 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $58K.
Vanguard S&P Mid-Cap 400 ETF made up 0.22% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #55 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.