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Snider Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Snider Financial Group’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 		$257K Hold
1,971
– – 0.07% 96
2026
Q1 		$225K Hold
1,971
– – 0.07% 96
2025
Q4 		$220K Sell
1,971
-103
-5% -$11.4K 0.06% 102
2025
Q3 		$229K Hold
2,074
– – 0.06% 108
2025
Q2 		$218K Sell
2,074
-15
-0.7% -$1.49K 0.06% 109
2025
Q1 		$206K Hold
2,089
– – 0.07% 108
2024
Q4 		$220K Buy
+2,089
New +$227K 0.07% 107

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Snider Financial Group's IVOO Position: Q2 2026 in Review

Snider Financial Group held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,971 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #96.

Snider Financial Group first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Snider Financial Group held 1,971 shares of Vanguard S&P Mid-Cap 400 ETF worth $257K as of Q2 2026.
  • Snider Financial Group left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Snider Financial Group's portfolio in Q2 2026, its #96 holding.
  • Snider Financial Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.