SAI
IVOO icon

Savvy Advisors Inc’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Savvy Advisors Inc’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 		$5.48M Buy
41,997
+18
+0% +$2.24K 0.12% 146
2026
Q1 		$4.8M Buy
41,979
+102
+0.2% +$12K 0.13% 124
2025
Q4 		$4.68M Buy
+41,877
New +$4.64M 0.15% 104
2024
Q3 		– Sell
-3,758
Closed -$372K – 362
2024
Q2 		$372K Buy
+3,758
New +$374K 0.12% 180

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

Savvy Advisors Inc's IVOO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.04% in Q2 2026, buying an estimated $2.24K and bringing the position to 41,997 shares worth $5.48M. The position accounts for 0.12% of the portfolio, ranked #146.

Savvy Advisors Inc first reported a position in IVOO in Q2 2024 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Savvy Advisors Inc held 41,997 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.48M as of Q2 2026.
  • Savvy Advisors Inc bought 18 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.24K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.12% of Savvy Advisors Inc's portfolio in Q2 2026, its #146 holding.
  • Savvy Advisors Inc first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.