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

Wealth Watch 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	$316K	Buy	2,424 +47	+2%	+$5.84K	0.1%	101
2026 Q1	$272K	Buy	2,377 +108	+5%	+$12.7K	0.11%	90
2025 Q4	$254K	Buy	2,269 +566	+33%	+$62.8K	0.09%	86
2025 Q3	$188K	Buy	+1,703	New	+$185K	0.08%	93
2025 Q1	–	Sell	-2,658	Closed	-$280K	–	72
2024 Q4	$280K	Buy	+2,658	New	+$289K	0.17%	66

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 Watch Advisors's IVOO Position: Q2 2026 in Review

Wealth Watch Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2% in Q2 2026, buying an estimated $5.84K and bringing the position to 2,424 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #101.

Wealth Watch Advisors first reported a position in IVOO in Q4 2024 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Wealth Watch Advisors held 2,424 shares of Vanguard S&P Mid-Cap 400 ETF worth $316K as of Q2 2026.
Wealth Watch Advisors bought 47 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $5.84K.
Vanguard S&P Mid-Cap 400 ETF made up 0.1% of Wealth Watch Advisors's portfolio in Q2 2026, its #101 holding.
Wealth Watch Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 5 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.