1834 Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

1834 Investment 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	$1.1M	Sell	8,458 -606	-7%	-$75.3K	0.13%	118
2026 Q1	$1.04M	Sell	9,064 -473	-5%	-$55.6K	0.13%	110
2025 Q4	$1.07M	Sell	9,537 -493	-5%	-$54.7K	0.13%	111
2025 Q3	$1.11M	Sell	10,030 -2,317	-19%	-$252K	0.14%	105
2025 Q2	$1.3M	Sell	12,347 -183	-1%	-$18.2K	0.16%	101
2025 Q1	$1.24M	Sell	12,530 -5,750	-31%	-$605K	0.16%	96
2024 Q4	$1.93M	Sell	18,280 -5,382	-23%	-$585K	0.24%	84
2024 Q3	$2.5M	Sell	23,662 -15,855	-40%	-$1.62M	0.29%	76
2024 Q2	$3.92M	Buy	39,517 +1,828	+5%	+$182K	0.47%	62
2024 Q1	$3.88M	Buy	37,689 +8,741	+30%	+$839K	0.46%	65
2023 Q4	$2.72M	Buy	28,948 +12,052	+71%	+$1.04M	0.32%	70
2023 Q3	$1.43M	Buy	16,896 +3,390	+25%	+$301K	0.18%	103
2023 Q2	$1.2M	Buy	13,506 +1,233	+10%	+$104K	0.14%	112
2023 Q1	$1.04M	Buy	12,273 +6,775	+123%	+$584K	0.12%	121
2022 Q4	$450K	Buy	+5,498	New	+$450K	0.06%	140
2022 Q3	–	Sell	-80	Closed	-$6K	–	329
2022 Q2	$6K	Buy	+80	New	+$6.69K	﹤0.01%	400

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

1834 Investment Advisors's IVOO Position: Q2 2026 in Review

1834 Investment Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 6.7% in Q2 2026, selling an estimated $75.3K and leaving 8,458 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #118.

1834 Investment Advisors first reported a position in IVOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.92M in Q2 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

1834 Investment Advisors held 8,458 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.1M as of Q2 2026.
1834 Investment Advisors sold 606 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $75.3K.
Vanguard S&P Mid-Cap 400 ETF made up 0.13% of 1834 Investment Advisors's portfolio in Q2 2026, its #118 holding.
1834 Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and has held it in 16 quarters since.
1834 Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $3.92M in Q2 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.