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

Wallace Advisory Group’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
2025
Q2 		– Sell
-2,552
Closed -$269K – 184
2025
Q1 		$269K Buy
+2,552
New +$268K 0.19% 152

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wallace Advisory Group's IVOO Position: Q2 2025 in Review

Wallace Advisory Group sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 2,552 shares — an estimated $269K sold.

Wallace Advisory Group first reported a position in IVOO in Q1 2025 and held it in 1 quarter. The position peaked at $269K in Q1 2025. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

  • Wallace Advisory Group reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,552 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $269K.
  • Wallace Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and held it in 1 quarter.
  • Wallace Advisory Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $269K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.