SoundView Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

SoundView Advisors’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 Q1	$1.7M	Sell	14,894 -121	-0.8%	-$14.2K	0.61%	16
2025 Q4	$1.68M	Buy	+15,015	New	+$1.66M	0.59%	17
2025 Q3	–	Sell	-17,350	Closed	-$1.82M	–	32
2025 Q2	$1.82M	Sell	17,350 -2,635	-13%	-$262K	0.67%	18
2025 Q1	$1.97M	Sell	19,985 -49	-0.2%	-$5.16K	0.81%	18
2024 Q4	$2.11M	Buy	+20,034	New	+$2.18M	0.87%	18

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SoundView Advisors's IVOO Position: Q1 2026 in Review

SoundView Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.81% in Q1 2026, selling an estimated $14.2K and leaving 14,894 shares worth $1.7M. The position accounts for 0.61% of the portfolio, ranked #16.

SoundView Advisors first reported a position in IVOO in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.11M in Q4 2024. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

SoundView Advisors held 14,894 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.7M as of Q1 2026.
SoundView Advisors sold 121 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $14.2K.
Vanguard S&P Mid-Cap 400 ETF made up 0.61% of SoundView Advisors's portfolio in Q1 2026, its #16 holding.
SoundView Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 5 quarters since.
SoundView Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $2.11M in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.