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

Sax Wealth Advisors’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 		$1.19M Hold
10,407
– – 0.05% 204
2026
Q1 		$1.16M Hold
10,407
– – 0.06% 172
2025
Q4 		$1.16M Hold
10,407
– – 0.05% 178
2025
Q3 		$1.15M Sell
10,407
-392
-4% -$42.6K 0.06% 168
2025
Q2 		$1.13M Sell
10,799
-478
-4% -$47.5K 0.07% 163
2025
Q1 		$1.11M Sell
11,277
-76
-0.7% -$8K 0.08% 129
2024
Q4 		$1.2M Buy
11,353
+6
+0.1% +$652 0.09% 104
2024
Q3 		$1.2M Buy
11,347
+7
+0.1% +$715 0.11% 79
2024
Q2 		$1.12M Hold
11,340
– – 0.11% 84
2024
Q1 		$1.17M Buy
11,340
+5
+0% +$480 0.14% 66
2023
Q4 		$1.07M Buy
11,335
+14
+0.1% +$1.2K 0.17% 70
2023
Q3 		$957K Buy
11,321
+6
+0.1% +$532 0.19% 72
2023
Q2 		$1M Hold
11,315
– – 0.2% 67
2023
Q1 		$958K Buy
11,315
+5
+0% +$431 0.21% 66
2022
Q4 		$925K Sell
11,310
-230
-2% -$18.8K 0.21% 61
2022
Q3 		$857K Hold
11,540
– – 0.22% 65
2022
Q2 		$884K Buy
11,540
+6
+0.1% +$502 0.22% 70
2022
Q1 		$1.05M Buy
11,534
+4
+0% +$360 0.25% 59
2021
Q4 		$1.1M Buy
11,530
+26
+0.2% +$2.45K 0.23% 65
2021
Q3 		$1.02M Hold
11,504
– – 0.24% 64
2021
Q2 		$1.05M Buy
11,504
+8
+0.1% +$731 0.36% 52
2021
Q1 		$1.01M Sell
11,496
-100
-0.9% -$8.45K 0.37% 52
2020
Q4 		$902K Buy
+11,596
New +$828K 0.41% 53

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return
AAA
Andrews Advisory Associates Honolulu, Hawaii $208M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Sax Wealth Advisors's IVOO Position: Q2 2026 in Review

Sax Wealth Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 10,407 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #204.

Sax Wealth Advisors first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q3 2024. 55 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Sax Wealth Advisors held 10,407 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.19M as of Q2 2026.
  • Sax Wealth Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • Sax Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.2M in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.