Valmark Advisers’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Valmark Advisers’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	$5.75M	Sell	44,059 -1,165	-3%	-$145K	0.06%	143
2026 Q1	$5.17M	Buy	45,224 +13,336	+42%	+$1.57M	0.06%	134
2025 Q4	$3.57M	Sell	31,888 -18	-0.1%	-$2K	0.04%	167
2025 Q3	$3.52M	Sell	31,906 -278	-0.9%	-$30.2K	0.05%	158
2025 Q2	$3.38M	Buy	32,184 +23,497	+270%	+$2.34M	0.05%	153
2025 Q1	$857K	Buy	8,687 +254	+3%	+$26.7K	0.01%	338
2024 Q4	$890K	Sell	8,433 -71	-0.8%	-$7.71K	0.01%	327
2024 Q3	$898K	Sell	8,504 -112	-1%	-$11.4K	0.01%	322
2024 Q2	$854K	Sell	8,616 -121	-1%	-$12.1K	0.01%	311
2024 Q1	$900K	Sell	8,737 -740	-8%	-$71K	0.02%	284
2023 Q4	$891K	Buy	9,477 +1,944	+26%	+$167K	0.02%	273
2023 Q3	$637K	Sell	7,533 -31	-0.4%	-$2.75K	0.01%	288
2023 Q2	$670K	Sell	7,564 -44	-0.6%	-$3.71K	0.01%	286
2023 Q1	$644K	Buy	7,608 +424	+6%	+$36.5K	0.01%	282
2022 Q4	$588K	Buy	+7,184	New	+$588K	0.01%	291
2022 Q1	–	Sell	-2,140	Closed	-$205K	–	432
2021 Q4	$205K	Buy	+2,140	New	+$202K	﹤0.01%	395
2021 Q2	–	Sell	-2,452	Closed	-$216K	–	395
2021 Q1	$216K	Buy	+2,452	New	+$207K	﹤0.01%	352
2019 Q3	–	Sell	-3,350	Closed	-$220K	–	239
2019 Q2	$220K	Buy	+3,350	New	+$217K	﹤0.01%	212

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

Valmark Advisers's IVOO Position: Q2 2026 in Review

Valmark Advisers reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.6% in Q2 2026, selling an estimated $145K and leaving 44,059 shares worth $5.75M. The position accounts for 0.06% of the portfolio, ranked #143.

Valmark Advisers first reported a position in IVOO in Q2 2019 and has held it in 18 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Valmark Advisers held 44,059 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.75M as of Q2 2026.
Valmark Advisers sold 1,165 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $145K.
Vanguard S&P Mid-Cap 400 ETF made up 0.06% of Valmark Advisers's portfolio in Q2 2026, its #143 holding.
Valmark Advisers first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and has held it in 18 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.