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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
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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savvy Advisors Inc's IVOO Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.24% in Q1 2026, buying an estimated $12K and bringing the position to 41,979 shares worth $4.8M. The position accounts for 0.13% of the portfolio, ranked #124.

Savvy Advisors Inc first reported a position in IVOO in Q2 2024 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Savvy Advisors Inc held 41,979 shares of Vanguard S&P Mid-Cap 400 ETF worth $4.8M as of Q1 2026.
  • Savvy Advisors Inc bought 102 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $12K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.13% of Savvy Advisors Inc's portfolio in Q1 2026, its #124 holding.
  • Savvy Advisors Inc first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.