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

Waldron Private Wealth’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	$398K	Hold	3,052	–	–	0.01%	257
2026 Q1	$349K	Hold	3,052	–	–	0.01%	250
2025 Q4	$341K	Hold	3,052	–	–	0.01%	252
2025 Q3	$337K	Sell	3,052 -317	-9%	-$34.5K	0.01%	247
2025 Q2	$354K	Hold	3,369	–	–	0.02%	232
2025 Q1	$333K	Buy	3,369 +325	+11%	+$34.2K	0.02%	233
2024 Q4	$321K	Hold	3,044	–	–	0.01%	319
2024 Q3	$323K	Hold	3,044	–	–	0.01%	314
2024 Q2	$303K	Hold	3,044	–	–	0.01%	309
2024 Q1	$314K	Hold	3,044	–	–	0.01%	305
2023 Q4	$286K	Buy	+3,044	New	+$262K	0.01%	320

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

Waldron Private Wealth's IVOO Position: Q2 2026 in Review

Waldron Private Wealth held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,052 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #257.

Waldron Private Wealth first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Waldron Private Wealth held 3,052 shares of Vanguard S&P Mid-Cap 400 ETF worth $398K as of Q2 2026.
Waldron Private Wealth left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #257 holding.
Waldron Private Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.