Steward Partners Investment Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Steward Partners Investment Advisory’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	$266K	Hold	2,041	–	–	﹤0.01%	2064
2026 Q1	$233K	Hold	2,041	–	–	﹤0.01%	1936
2025 Q4	$228K	Hold	2,041	–	–	﹤0.01%	1860
2025 Q3	$225K	Hold	2,041	–	–	﹤0.01%	1810
2025 Q2	$214K	Buy	2,041 +929	+84%	+$92.3K	﹤0.01%	1735
2025 Q1	$110K	Buy	1,112 +497	+81%	+$52.3K	﹤0.01%	1963
2024 Q4	$64.9K	Hold	615	–	–	﹤0.01%	2200
2024 Q3	$65K	Hold	615	–	–	﹤0.01%	2106
2024 Q2	$61K	Hold	615	–	–	﹤0.01%	2006
2024 Q1	$63.4K	Hold	615	–	–	﹤0.01%	1986
2023 Q4	$57.8K	Hold	615	–	–	﹤0.01%	1916
2023 Q3	$52K	Buy	615 +191	+45%	+$16.9K	﹤0.01%	1893
2023 Q2	$37.5K	Hold	424	–	–	﹤0.01%	2003
2023 Q1	$35.9K	Hold	424	–	–	﹤0.01%	1998
2022 Q4	$34.7K	Hold	424	–	–	﹤0.01%	1982
2022 Q3	$32K	Hold	424	–	–	﹤0.01%	1999
2022 Q2	$32K	Buy	424 +386	+1,016%	+$32.3K	﹤0.01%	2003
2022 Q1	$3K	Hold	38	–	–	﹤0.01%	3017
2021 Q4	$4K	Hold	38	–	–	﹤0.01%	2890
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	2926
2021 Q2	$3K	Hold	38	–	–	﹤0.01%	6778
2021 Q1	$3.35K	Hold	38	–	–	﹤0.01%	3105
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	2632
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	2577
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	2475
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	2389
2019 Q4	$2K	Hold	38	–	–	﹤0.01%	2431
2019 Q3	$2K	Hold	38	–	–	﹤0.01%	2434
2019 Q2	$2K	Buy	+38	New	+$2.46K	﹤0.01%	2437
2018 Q4	–	Sell	-38	Closed	-$3K	–	1455
2018 Q3	$3K	Hold	38	–	–	﹤0.01%	2280
2018 Q2	$3K	Sell	38 -626	-94%	-$40.8K	﹤0.01%	2123
2018 Q1	$42K	Buy	664 +380	+134%	+$24.5K	﹤0.01%	1062
2017 Q4	$18K	Buy	284 +86	+43%	+$5.37K	﹤0.01%	1160
2017 Q3	$11K	Buy	198 +182	+1,138%	+$10.7K	﹤0.01%	1093
2017 Q2	$0	Buy	+16	New	+$933	﹤0.01%	1660

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

Steward Partners Investment Advisory's IVOO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 2,041 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Steward Partners Investment Advisory first reported a position in IVOO in Q2 2017 and has held it in 35 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Steward Partners Investment Advisory held 2,041 shares of Vanguard S&P Mid-Cap 400 ETF worth $266K as of Q2 2026.
Steward Partners Investment Advisory left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2064 holding.
Steward Partners Investment Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2017 and has held it in 35 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.