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

Wealthspire Advisors (New York)’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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.