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

Summit Financial 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	$1.3M	Hold	9,954	–	–	0.09%	66
2026 Q1	$1.14M	Hold	9,954	–	–	0.09%	65
2025 Q4	$1.11M	Hold	9,954	–	–	0.09%	64
2025 Q3	$1.1M	Hold	9,954	–	–	0.09%	60
2025 Q2	$1.04M	Hold	9,954	–	–	0.1%	62
2025 Q1	$982K	Hold	9,954	–	–	0.1%	60
2024 Q4	$1.05M	Hold	9,954	–	–	0.12%	58
2024 Q3	$1.05M	Sell	9,954 -19	-0.2%	-$1.94K	0.12%	56
2024 Q2	$988K	Hold	9,973	–	–	0.12%	56
2024 Q1	$1.03M	Buy	9,973 +7	+0.1%	+$671	0.14%	53
2023 Q4	$937K	Hold	9,966	–	–	0.14%	53
2023 Q3	$842K	Hold	9,966	–	–	0.16%	48
2023 Q2	$883K	Hold	9,966	–	–	0.16%	46
2023 Q1	$844K	Hold	9,966	–	–	0.17%	47
2022 Q4	$815K	Buy	9,966 +496	+5%	+$40.6K	0.18%	43
2022 Q3	$704K	Buy	9,470 +232	+3%	+$19K	0.17%	45
2022 Q2	$707K	Sell	9,238 -5,470	-37%	-$457K	0.17%	45
2022 Q1	$1.34M	Buy	14,708 +5,866	+66%	+$528K	0.27%	27
2021 Q4	$847K	Hold	8,842	–	–	0.16%	46
2021 Q3	$788K	Hold	8,842	–	–	0.15%	45
2021 Q2	$805K	Buy	+8,842	New	+$808K	0.16%	42
2021 Q1	–	Sell	-8,414	Closed	-$654K	–	68
2020 Q4	$654K	Hold	8,414	–	–	0.22%	36
2020 Q3	$528K	Sell	8,414 -82	-1%	-$5.18K	0.22%	35
2020 Q2	$511K	Buy	+8,496	New	+$478K	0.23%	33

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

Summit Financial Strategies's IVOO Position: Q2 2026 in Review

Summit Financial Strategies held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 9,954 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #66.

Summit Financial Strategies first reported a position in IVOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q1 2022. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Summit Financial Strategies held 9,954 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.3M as of Q2 2026.
Summit Financial Strategies left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.09% of Summit Financial Strategies's portfolio in Q2 2026, its #66 holding.
Summit Financial Strategies first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and has held it in 24 quarters since.
Summit Financial Strategies's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.34M in Q1 2022.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.