Smartleaf Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Smartleaf Asset Management’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	$973K	Hold	7,512	–	–	0.03%	417
2026 Q1	$834K	Buy	+7,512	New	+$883K	0.03%	439
2025 Q1	–	Sell	-10	Closed	-$1.11K	–	2934
2024 Q4	$1.11K	Sell	10 -216	-96%	-$23.5K	﹤0.01%	2660
2024 Q3	$23.9K	Hold	226	–	–	﹤0.01%	1253
2024 Q2	$22.5K	Buy	+226	New	+$22.5K	﹤0.01%	994
2024 Q1	–	Sell	-297	Closed	-$28.3K	–	1873
2023 Q4	$28.3K	Buy	+297	New	+$25.5K	0.01%	622

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

Smartleaf Asset Management's IVOO Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 7,512 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #417.

Smartleaf Asset Management first reported a position in IVOO in Q4 2023 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Smartleaf Asset Management held 7,512 shares of Vanguard S&P Mid-Cap 400 ETF worth $973K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #417 holding.
Smartleaf Asset Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.