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

Wealth Enhancement Advisory Services’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	$873K	Buy	6,817 +1,241	+22%	+$154K	﹤0.01%	2177
2026 Q1	$643K	Sell	5,576 -141	-2%	-$16.6K	﹤0.01%	2132
2025 Q4	$666K	Sell	5,717 -162	-3%	-$18K	﹤0.01%	2261
2025 Q3	$648K	Buy	5,879 +1,666	+40%	+$181K	﹤0.01%	2150
2025 Q2	$455K	Sell	4,213 -432	-9%	-$42.9K	﹤0.01%	2299
2025 Q1	$458K	Buy	4,645 +1,976	+74%	+$208K	﹤0.01%	2128
2024 Q4	$282K	Sell	2,669 -68	-2%	-$7.39K	﹤0.01%	2429
2024 Q3	$289K	Buy	+2,737	New	+$280K	﹤0.01%	2205

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

Wealth Enhancement Advisory Services's IVOO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 22% in Q2 2026, buying an estimated $154K and bringing the position to 6,817 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Wealth Enhancement Advisory Services first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Wealth Enhancement Advisory Services held 6,817 shares of Vanguard S&P Mid-Cap 400 ETF worth $873K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,241 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $154K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2177 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.