1ST Source Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

1ST Source Bank’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	$444K	Hold	3,404	–	–	0.02%	218
2026 Q1	$389K	Hold	3,404	–	–	0.02%	225
2025 Q4	$381K	Hold	3,404	–	–	0.02%	218
2025 Q3	$376K	Hold	3,404	–	–	0.02%	221
2025 Q2	$357K	Hold	3,404	–	–	0.02%	221
2025 Q1	$336K	Hold	3,404	–	–	0.02%	223
2024 Q4	$359K	Hold	3,404	–	–	0.02%	217
2024 Q3	$360K	Hold	3,404	–	–	0.02%	214
2024 Q2	$337K	Hold	3,404	–	–	0.02%	214
2024 Q1	$351K	Hold	3,404	–	–	0.02%	208
2023 Q4	$320K	Hold	3,404	–	–	0.02%	209
2023 Q3	$288K	Hold	3,404	–	–	0.02%	210
2023 Q2	$301K	Hold	3,404	–	–	0.02%	211
2023 Q1	$288K	Buy	+3,404	New	+$293K	0.02%	216

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

1ST Source Bank's IVOO Position: Q2 2026 in Review

1ST Source Bank held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,404 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #218.

1ST Source Bank first reported a position in IVOO in Q1 2023 and has held it in 14 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

1ST Source Bank held 3,404 shares of Vanguard S&P Mid-Cap 400 ETF worth $444K as of Q2 2026.
1ST Source Bank left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of 1ST Source Bank's portfolio in Q2 2026, its #218 holding.
1ST Source Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 14 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.