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

Sound View Wealth Advisors 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	$810K	Sell	6,211 -9	-0.1%	-$1.12K	0.05%	225
2026 Q1	$711K	Sell	6,220 -16	-0.3%	-$1.88K	0.05%	234
2025 Q4	$697K	Sell	6,236 -386	-6%	-$42.8K	0.05%	234
2025 Q3	$731K	Sell	6,622 -3	-0%	-$326	0.05%	232
2025 Q2	$695K	Sell	6,625 -388	-6%	-$38.6K	0.05%	230
2025 Q1	$692K	Buy	7,013 +16	+0.2%	+$1.68K	0.06%	219
2024 Q4	$738K	Buy	6,997 +28	+0.4%	+$3.04K	0.06%	216
2024 Q3	$736K	Buy	6,969 +907	+15%	+$92.6K	0.06%	217
2024 Q2	$601K	Hold	6,062	–	–	0.06%	219
2024 Q1	$624K	Sell	6,062 -484	-7%	-$46.4K	0.07%	217
2023 Q4	$615K	Buy	6,546 +261	+4%	+$22.4K	0.07%	217
2023 Q3	$531K	Buy	6,285 +186	+3%	+$16.5K	0.07%	210
2023 Q2	$540K	Sell	6,099 -5	-0.1%	-$421	0.07%	214
2023 Q1	$517K	Sell	6,104 -6,988	-53%	-$602K	0.07%	210
2022 Q4	$615K	Buy	13,092 +9,832	+302%	+$804K	0.07%	217
2022 Q3	$242K	Sell	3,260 -22	-0.7%	-$1.8K	0.05%	239
2022 Q2	$251K	Sell	3,282 -92	-3%	-$7.69K	0.05%	242
2022 Q1	$307K	Sell	3,374 -418	-11%	-$37.6K	0.06%	238
2021 Q4	$363K	Sell	3,792 -3,746	-50%	-$353K	0.07%	210
2021 Q3	$671K	Sell	7,538 -1,284	-15%	-$117K	0.14%	144
2021 Q2	$803K	Sell	8,822 -19,554	-69%	-$1.79M	0.17%	126
2021 Q1	$2.5M	Buy	28,376 +2,464	+10%	+$208K	0.58%	48
2020 Q4	$2.02M	Buy	25,912 +1,032	+4%	+$73.7K	0.49%	55
2020 Q3	$1.56M	Buy	24,880 +564	+2%	+$35.7K	0.41%	65
2020 Q2	$1.46M	Buy	24,316 +5,116	+27%	+$288K	0.41%	70
2020 Q1	$934K	Sell	19,200 -496	-3%	-$31.1K	0.32%	83
2019 Q4	$1.37M	Buy	19,696 +8,036	+69%	+$538K	0.39%	79
2019 Q3	$761K	Buy	11,660 +3,838	+49%	+$249K	0.23%	105
2019 Q2	$513K	Buy	+7,822	New	+$506K	0.15%	140

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

Sound View Wealth Advisors Group's IVOO Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.14% in Q2 2026, selling an estimated $1.12K and leaving 6,211 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #225.

Sound View Wealth Advisors Group first reported a position in IVOO in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.5M in Q1 2021. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sound View Wealth Advisors Group held 6,211 shares of Vanguard S&P Mid-Cap 400 ETF worth $810K as of Q2 2026.
Sound View Wealth Advisors Group sold 9 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.12K.
Vanguard S&P Mid-Cap 400 ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #225 holding.
Sound View Wealth Advisors Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.5M in Q1 2021.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.