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TD Private Client Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

TD Private Client Wealth’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 		$747K Sell
5,731
-437
-7% -$54.3K 0.01% 420
2026
Q1 		$705K Sell
6,168
-111
-2% -$13K 0.01% 422
2025
Q4 		$702K Buy
6,279
+651
+12% +$72.2K 0.02% 414
2025
Q3 		$621K Buy
5,628
+1,496
+36% +$163K 0.01% 444
2025
Q2 		$434K Buy
4,132
+355
+9% +$35.3K 0.01% 491
2025
Q1 		$373K Buy
3,777
+815
+28% +$85.7K 0.01% 493
2024
Q4 		$313K Buy
2,962
+83
+3% +$9.02K 0.01% 527
2024
Q3 		$304K Buy
2,879
+167
+6% +$17.1K 0.01% 528
2024
Q2 		$269K Sell
2,712
-28
-1% -$2.79K 0.01% 521
2024
Q1 		$282K Sell
2,740
-17
-0.6% -$1.63K 0.01% 530
2023
Q4 		$259K Buy
2,757
+795
+41% +$68.3K 0.01% 518
2023
Q3 		$166K Buy
1,962
+1,481
+308% +$131K 0.01% 575
2023
Q2 		$42.6K Buy
481
+147
+44% +$12.4K ﹤0.01% 810
2023
Q1 		$28.3K Buy
334
+10
+3% +$862 ﹤0.01% 882
2022
Q4 		$26.5K Sell
324
-2
-0.6% -$164 ﹤0.01% 873
2022
Q3 		$24.2K Buy
326
+44
+16% +$3.6K ﹤0.01% 876
2022
Q2 		$21.6K Buy
282
+140
+99% +$11.7K ﹤0.01% 906
2022
Q1 		$12.9K Buy
142
+32
+29% +$2.88K ﹤0.01% 1017
2021
Q4 		$10.5K Buy
110
+20
+22% +$1.89K ﹤0.01% 911
2021
Q3 		$8.02K Buy
90
+16
+22% +$1.46K ﹤0.01% 927
2021
Q2 		$6.73K Buy
74
+4
+6% +$366 ﹤0.01% 935
2021
Q1 		$6.18K Hold
70
– – ﹤0.01% 915
2020
Q4 		$5.44K Buy
+70
New +$5K ﹤0.01% 885

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Private Client Wealth's IVOO Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 7.1% in Q2 2026, selling an estimated $54.3K and leaving 5,731 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #420.

TD Private Client Wealth first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • TD Private Client Wealth held 5,731 shares of Vanguard S&P Mid-Cap 400 ETF worth $747K as of Q2 2026.
  • TD Private Client Wealth sold 437 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $54.3K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #420 holding.
  • TD Private Client Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.