Vise Technologies’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Vise Technologies’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 Q3	$1.16M	Buy	+9,543	New	+$1.22M	0.01%	890

Other funds holding IVOO

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

NWM Advisors San Luis Obispo, California $128M AUM 15.16% 1-Year Est. Return

Vise Technologies's IVOO Position: Q3 2026 in Review

Vise Technologies opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026: 9,543 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #890 among its holdings.

202 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Vise Technologies held 9,543 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.16M as of Q3 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Vise Technologies position in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Vise Technologies's portfolio in Q3 2026, its #890 holding.
202 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.