Zhang Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Zhang Financial’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	$1.6M	Buy	12,266 +2,466	+25%	+$306K	0.05%	155
2026 Q1	$1.12M	Buy	9,800 +383	+4%	+$45K	0.04%	176
2025 Q4	$1.05M	Buy	9,417 +5	+0.1%	+$554	0.04%	175
2025 Q3	$1.04M	Sell	9,412 -459	-5%	-$49.9K	0.04%	172
2025 Q2	$1.04M	Buy	9,871 +4	+0%	+$398	0.05%	165
2025 Q1	$974K	Buy	9,867 +151	+2%	+$15.9K	0.05%	158
2024 Q4	$1.03M	Buy	9,716 +5	+0.1%	+$543	0.06%	149
2024 Q3	$1.03M	Sell	9,711 -1,016	-9%	-$104K	0.06%	144
2024 Q2	$1.06M	Hold	10,727	–	–	0.07%	136
2024 Q1	$1.1M	Buy	10,727 +3,319	+45%	+$318K	0.08%	135
2023 Q4	$696K	Buy	7,408 +3,808	+106%	+$327K	0.06%	154
2023 Q3	$304K	Hold	3,600	–	–	0.03%	201
2023 Q2	$319K	Buy	+3,600	New	+$303K	0.03%	193

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

Zhang Financial's IVOO Position: Q2 2026 in Review

Zhang Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 25% in Q2 2026, buying an estimated $306K and bringing the position to 12,266 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #155.

Zhang Financial first reported a position in IVOO in Q2 2023 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Zhang Financial held 12,266 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.6M as of Q2 2026.
Zhang Financial bought 2,466 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $306K.
Vanguard S&P Mid-Cap 400 ETF made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #155 holding.
Zhang Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and has held it in 13 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.