Wealthspire Advisors (New York)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$777K Sell
6,799
-85
-1% -$9.99K 0.01% 457
2025
Q4
$770K Sell
6,884
-6,884
-50% -$763K 0.01% 487
2025
Q3
$1.52M Buy
13,768
+7,505
+120% +$816K 0.01% 319
2025
Q2
$658K Hold
6,263
﹤0.01% 471
2025
Q1
$618K Buy
6,263
+1
+0% +$105 ﹤0.01% 468
2024
Q4
$661K Sell
6,262
-619
-9% -$67.3K 0.01% 443
2024
Q3
$727K Buy
6,881
+1,260
+22% +$129K 0.01% 426
2024
Q2
$557K Sell
5,621
-60
-1% -$5.98K 0.01% 410
2024
Q1
$585K Sell
5,681
-5,941
-51% -$570K 0.01% 397
2023
Q4
$1.09M Hold
11,622
0.02% 296
2023
Q3
$982K Hold
11,622
0.02% 281
2023
Q2
$1.03M Hold
11,622
0.02% 248
2023
Q1
$984K Hold
11,622
0.02% 243
2022
Q4
$951K Buy
11,622
+5,702
+96% +$466K 0.02% 272
2022
Q3
$440K Buy
+5,920
New +$484K 0.01% 356

Other funds holding IVOO

Wealthspire Advisors (New York)'s IVOO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.2% in Q1 2026, selling an estimated $9.99K and leaving 6,799 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #457.

Wealthspire Advisors (New York) first reported a position in IVOO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q3 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,799 shares of Vanguard S&P Mid-Cap 400 ETF worth $777K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 85 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $9.99K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #457 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2022 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard S&P Mid-Cap 400 ETF position peaked at $1.52M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.