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Sound Income Strategies’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sound Income Strategies’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 		– Sell
-279
Closed -$32.1K – 1430
2026
Q1 		$32.1K Buy
279
+134
+92% +$15.7K ﹤0.01% 990
2025
Q4 		$17.2K Buy
+145
New +$16.1K ﹤0.01% 1215

Other funds holding IVOO

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CVSC
C.V. Starr & Co New York $187M AUM 26.03% 1-Year Est. Return

Sound Income Strategies's IVOO Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 279 shares — an estimated $32.1K sold.

Sound Income Strategies first reported a position in IVOO in Q4 2025 and held it in 2 quarters. The position peaked at $32.1K in Q1 2026. 295 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 279 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $32.1K.
  • Sound Income Strategies first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Vanguard S&P Mid-Cap 400 ETF position peaked at $32.1K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.