Sloy Dahl & Holst’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sloy Dahl & Holst’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	$231K	Hold	1,770	–	–	0.03%	108
2026 Q1	$202K	Buy	+1,770	New	+$208K	0.03%	110

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

Sloy Dahl & Holst's IVOO Position: Q2 2026 in Review

Sloy Dahl & Holst held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,770 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #108.

Sloy Dahl & Holst first reported a position in IVOO in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sloy Dahl & Holst held 1,770 shares of Vanguard S&P Mid-Cap 400 ETF worth $231K as of Q2 2026.
Sloy Dahl & Holst left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Sloy Dahl & Holst's portfolio in Q2 2026, its #108 holding.
Sloy Dahl & Holst first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and has held it in 2 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.