Williams Jones Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Williams Jones Wealth Management’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	$228K	Hold	1,751	–	–	﹤0.01%	497
2026 Q1	$200K	Buy	+1,751	New	+$206K	﹤0.01%	480
2023 Q3	–	Sell	-2,748	Closed	-$243K	–	561
2023 Q2	$243K	Buy	+2,748	New	+$231K	﹤0.01%	448

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

Williams Jones Wealth Management's IVOO Position: Q2 2026 in Review

Williams Jones Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,751 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Williams Jones Wealth Management first reported a position in IVOO in Q2 2023 and has held it in 3 quarters since. The position peaked at $243K in Q2 2023. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Williams Jones Wealth Management held 1,751 shares of Vanguard S&P Mid-Cap 400 ETF worth $228K as of Q2 2026.
Williams Jones Wealth Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #497 holding.
Williams Jones Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and has held it in 3 quarters since.
Williams Jones Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $243K in Q2 2023.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.