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

Turtle Creek Wealth 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 Q2	$770K	Sell	5,906 -16	-0.3%	-$1.99K	0.04%	202
2026 Q1	$677K	Sell	5,922 -1,211	-17%	-$142K	0.05%	183
2025 Q4	$797K	Hold	7,133	–	–	0.06%	178
2025 Q3	$787K	Hold	7,133	–	–	0.07%	158
2025 Q2	$749K	Buy	+7,133	New	+$709K	0.09%	130
2024 Q4	–	Sell	-7,133	Closed	-$753K	–	116
2024 Q3	$753K	Hold	7,133	–	–	0.15%	81
2024 Q2	$707K	Hold	7,133	–	–	0.16%	78
2024 Q1	$735K	Hold	7,133	–	–	0.18%	79
2023 Q4	$670K	Buy	+7,133	New	+$613K	0.2%	82

Other funds holding IVOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Turtle Creek Wealth Advisors's IVOO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.27% in Q2 2026, selling an estimated $1.99K and leaving 5,906 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #202.

Turtle Creek Wealth Advisors first reported a position in IVOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $797K in Q4 2025. 157 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Turtle Creek Wealth Advisors held 5,906 shares of Vanguard S&P Mid-Cap 400 ETF worth $770K as of Q2 2026.
Turtle Creek Wealth Advisors sold 16 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.99K.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #202 holding.
Turtle Creek Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $797K in Q4 2025.
157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.