AlphaCore Capital’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

AlphaCore Capital’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	$19.4K	Hold	170	–	–	﹤0.01%	1077
2025 Q4	$19K	Hold	170	–	–	﹤0.01%	1263
2025 Q3	$18.8K	Hold	170	–	–	﹤0.01%	954
2025 Q2	$17.8K	Sell	170 -686	-80%	-$68.2K	﹤0.01%	916
2025 Q1	$84.5K	Buy	+856	New	+$90.1K	0.01%	540
2020 Q2	–	Sell	-100	Closed	-$5K	–	192
2020 Q1	$5K	Buy	+100	New	+$6.28K	﹤0.01%	255

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

AlphaCore Capital's IVOO Position: Q1 2026 in Review

AlphaCore Capital held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 170 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

AlphaCore Capital first reported a position in IVOO in Q1 2020 and has held it in 6 quarters since. The position peaked at $84.5K in Q1 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

AlphaCore Capital held 170 shares of Vanguard S&P Mid-Cap 400 ETF worth $19.4K as of Q1 2026.
AlphaCore Capital left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1077 holding.
AlphaCore Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2020 and has held it in 6 quarters since.
AlphaCore Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $84.5K in Q1 2025.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.