VSM Wealth Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

VSM Wealth Advisory’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	$47.3K	Sell	363 -8	-2%	-$994	0.01%	226
2026 Q1	$42.5K	Hold	371	–	–	0.01%	226
2025 Q4	$41.5K	Hold	371	–	–	0.01%	213
2025 Q3	$41K	Hold	371	–	–	0.01%	210
2025 Q2	$39K	Hold	371	–	–	0.01%	237
2025 Q1	$36.6K	Hold	371	–	–	0.01%	220
2024 Q4	$39.1K	Buy	+371	New	+$40.3K	0.01%	214

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

VSM Wealth Advisory's IVOO Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.2% in Q2 2026, selling an estimated $994 and leaving 363 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #226.

VSM Wealth Advisory first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

VSM Wealth Advisory held 363 shares of Vanguard S&P Mid-Cap 400 ETF worth $47.3K as of Q2 2026.
VSM Wealth Advisory sold 8 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $994.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #226 holding.
VSM Wealth Advisory first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.