Stratos Wealth Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Stratos Wealth Partners’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	$512K	Buy	3,922 +17	+0.4%	+$2.11K	0.01%	1138
2026 Q1	$446K	Hold	3,905	–	–	0.01%	1112
2025 Q4	$437K	Hold	3,905	–	–	﹤0.01%	1102
2025 Q3	$431K	Hold	3,905	–	–	0.01%	1082
2025 Q2	$410K	Sell	3,905 -615	-14%	-$61.1K	0.01%	1004
2025 Q1	$446K	Sell	4,520 -159	-3%	-$16.7K	0.01%	928
2024 Q4	$494K	Buy	4,679 +2,702	+137%	+$294K	0.01%	933
2024 Q3	$209K	Buy	+1,977	New	+$202K	﹤0.01%	1322
2024 Q2	–	Sell	-1,980	Closed	-$204K	–	1410
2024 Q1	$204K	Buy	+1,980	New	+$190K	﹤0.01%	1284
2022 Q1	–	Sell	-2,224	Closed	-$213K	–	1310
2021 Q4	$213K	Buy	+2,224	New	+$210K	﹤0.01%	1143
2018 Q4	–	Sell	-588	Closed	-$40K	–	1655
2018 Q3	$40K	Buy	+588	New	+$39.9K	﹤0.01%	1549
2018 Q2	–	Sell	-588	Closed	-$37K	–	1778
2018 Q1	$37K	Hold	588	–	–	﹤0.01%	1730
2017 Q4	$38K	Buy	+588	New	+$36.7K	﹤0.01%	1647

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

Stratos Wealth Partners's IVOO Position: Q2 2026 in Review

Stratos Wealth Partners increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.44% in Q2 2026, buying an estimated $2.11K and bringing the position to 3,922 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #1138.

Stratos Wealth Partners first reported a position in IVOO in Q4 2017 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Stratos Wealth Partners held 3,922 shares of Vanguard S&P Mid-Cap 400 ETF worth $512K as of Q2 2026.
Stratos Wealth Partners bought 17 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.11K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1138 holding.
Stratos Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and has held it in 13 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.