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 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%	+$3.81K	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

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

Anson Capital's IVOO Position: Q2 2026 in Review

Anson Capital increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.47% in Q2 2026, buying an estimated $3.73K and bringing the position to 6,452 shares worth $841K. The position accounts for 0.55% of the portfolio, ranked #40.

Anson Capital first reported a position in IVOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2021. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Anson Capital held 6,452 shares of Vanguard S&P Mid-Cap 400 ETF worth $841K as of Q2 2026.
Anson Capital bought 30 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $3.73K.
Vanguard S&P Mid-Cap 400 ETF made up 0.55% of Anson Capital's portfolio in Q2 2026, its #40 holding.
Anson Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 19 quarters since.
Anson Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.31M in Q4 2021.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.