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Walkner Condon Financial Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Walkner Condon Financial Advisors’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 		$888K Hold
6,807
– – 0.1% 132
2026
Q1 		$778K Hold
6,807
– – 0.1% 138
2025
Q4 		$761K Buy
6,807
+230
+3% +$25.5K 0.11% 135
2025
Q3 		$726K Sell
6,577
-19
-0.3% -$2.07K 0.12% 134
2025
Q2 		$692K Hold
6,596
– – 0.13% 126
2025
Q1 		$651K Sell
6,596
-100
-1% -$10.5K 0.13% 121
2024
Q4 		$706K Buy
6,696
+291
+5% +$31.6K 0.14% 119
2024
Q3 		$677K Sell
6,405
-125
-2% -$12.8K 0.14% 128
2024
Q2 		$647K Hold
6,530
– – 0.14% 119
2024
Q1 		$673K Buy
6,530
+185
+3% +$17.7K 0.14% 124
2023
Q4 		$596K Buy
6,345
+70
+1% +$6.02K 0.14% 132
2023
Q3 		$530K Sell
6,275
-70
-1% -$6.21K 0.14% 128
2023
Q2 		$562K Hold
6,345
– – 0.15% 119
2023
Q1 		$537K Sell
6,345
-1
-0% -$86 0.15% 120
2022
Q4 		$519K Buy
6,346
+100
+2% +$8.18K 0.16% 119
2022
Q3 		$464K Hold
6,246
– – 0.15% 124
2022
Q2 		$478K Buy
6,246
+64
+1% +$5.35K 0.15% 124
2022
Q1 		$562K Sell
6,182
-940
-13% -$84.7K 0.16% 117
2021
Q4 		$682K Buy
7,122
+42
+0.6% +$3.96K 0.44% 57
2021
Q3 		$630K Buy
7,080
+4
+0.1% +$364 0.31% 71
2021
Q2 		$645K Buy
7,076
+146
+2% +$13.3K 0.24% 79
2021
Q1 		$611K Sell
6,930
-248
-3% -$20.9K 0.24% 85
2020
Q4 		$558K Buy
7,178
+1,502
+26% +$107K 0.24% 75
2020
Q3 		$356K Buy
+5,676
New +$359K 0.19% 88

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Walkner Condon Financial Advisors's IVOO Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 6,807 shares worth $888K. The position accounts for 0.1% of the portfolio, ranked #132.

Walkner Condon Financial Advisors first reported a position in IVOO in Q3 2020 and has held it in 24 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Walkner Condon Financial Advisors held 6,807 shares of Vanguard S&P Mid-Cap 400 ETF worth $888K as of Q2 2026.
  • Walkner Condon Financial Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2020 and has held it in 24 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.