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IVOO icon

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

Anson 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
Q3 		$783K Sell
6,427
-25
-0.4% -$3.19K 0.51% 43
2026
Q2 		$841K Buy
6,452
+30
+0.5% +$3.73K 0.55% 40
2026
Q1 		$734K Sell
6,422
-11
-0.2% -$1.29K 0.5% 42
2025
Q4 		$719K Buy
6,433
+84
+1% +$9.31K 0.52% 42
2025
Q3 		$701K Buy
6,349
+277
+5% +$30.1K 0.53% 36
2025
Q2 		$637K Buy
6,072
+226
+4% +$22.5K 0.51% 40
2025
Q1 		$577K Sell
5,846
-5,361
-48% -$564K 0.5% 42
2024
Q4 		$1.18M Buy
11,207
+367
+3% +$39.9K 1.03% 25
2024
Q3 		$1.15M Sell
10,840
-912
-8% -$93.1K 1.02% 26
2024
Q2 		$1.16M Sell
11,752
-41
-0.3% -$4.08K 1.15% 23
2024
Q1 		$1.21M Sell
11,793
-253
-2% -$24.3K 1.75% 19
2023
Q4 		$1.13M Buy
12,046
+1,331
+12% +$114K 1.87% 16
2023
Q3 		$906K Buy
10,715
+43
+0.4% +$3.82K 1.72% 17
2023
Q2 		$945K Sell
10,672
-707
-6% -$59.5K 1.75% 15
2023
Q1 		$964K Sell
11,379
-1,041
-8% -$89.7K 1.56% 20
2022
Q4 		$1.02M Buy
12,420
+238
+2% +$19.5K 1.34% 22
2022
Q3 		$905K Sell
12,182
-16
-0.1% -$1.31K 1.22% 24
2022
Q2 		$934K Buy
12,198
+58
+0.5% +$4.85K 0.99% 25
2022
Q1 		$1.1M Sell
12,140
-2,532
-17% -$228K 1.04% 26
2021
Q4 		$1.31M Buy
+14,672
New +$1.38M 1.29% 22

Other funds holding IVOO

Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Legacy Solutions LLC
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
May Barnhard Investments
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Anson Capital's IVOO Position: Q3 2026 in Review

Anson Capital reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.39% in Q3 2026, selling an estimated $3.19K and leaving 6,427 shares worth $783K. The position accounts for 0.51% of the portfolio, ranked #43.

Anson Capital first reported a position in IVOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.31M in Q4 2021. 83 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Anson Capital held 6,427 shares of Vanguard S&P Mid-Cap 400 ETF worth $783K as of Q3 2026.
  • Anson Capital sold 25 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $3.19K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.51% of Anson Capital's portfolio in Q3 2026, its #43 holding.
  • Anson Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 20 quarters since.
  • Anson Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.31M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.