Evelyn Partners Group Ltd’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Evelyn Partners Group Ltd’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	$109K	Buy	+834	New	+$104K	﹤0.01%	310

Other funds holding IVOO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

NWM Advisors San Luis Obispo, California $127M AUM

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

Evelyn Partners Group Ltd's IVOO Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 834 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings.

207 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Evelyn Partners Group Ltd held 834 shares of Vanguard S&P Mid-Cap 400 ETF worth $109K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #310 holding.
207 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.