AIP
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Ameritas Investment Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ameritas Investment Partners’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 		$689K Sell
5,286
-752
-12% -$93.4K 0.02% 780
2026
Q1 		$690K Buy
6,038
+11
+0.2% +$1.29K 0.02% 737
2025
Q4 		$674K Buy
6,027
+104
+2% +$11.5K 0.02% 737
2025
Q3 		$654K Buy
5,923
+13
+0.2% +$1.41K 0.02% 731
2025
Q2 		$620K Sell
5,910
-12
-0.2% -$1.19K 0.02% 764
2025
Q1 		$585K Buy
5,922
+57
+1% +$6K 0.02% 755
2024
Q4 		$619K Sell
5,865
-89
-1% -$9.67K 0.02% 750
2024
Q3 		$629K Buy
5,954
+14
+0.2% +$1.43K 0.02% 755
2024
Q2 		$589K Sell
5,940
-15
-0.3% -$1.49K 0.02% 750
2024
Q1 		$613K Buy
5,955
+33
+0.6% +$3.17K 0.02% 754
2023
Q4 		$557K Buy
5,922
+11
+0.2% +$946 0.02% 768
2023
Q3 		$500K Sell
5,911
-74
-1% -$6.57K 0.02% 771
2023
Q2 		$530K Buy
5,985
+150
+3% +$12.6K 0.02% 748
2023
Q1 		$494K Sell
5,835
-83
-1% -$7.15K 0.02% 761
2022
Q4 		$484K Buy
5,918
+1,538
+35% +$126K 0.02% 791
2022
Q3 		$325K Buy
+4,380
New +$358K 0.01% 862

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameritas Investment Partners's IVOO Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 12% in Q2 2026, selling an estimated $93.4K and leaving 5,286 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #780.

Ameritas Investment Partners first reported a position in IVOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $690K in Q1 2026. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Ameritas Investment Partners held 5,286 shares of Vanguard S&P Mid-Cap 400 ETF worth $689K as of Q2 2026.
  • Ameritas Investment Partners sold 752 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $93.4K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Ameritas Investment Partners's portfolio in Q2 2026, its #780 holding.
  • Ameritas Investment Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2022 and has held it in 16 quarters since.
  • Ameritas Investment Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $690K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.