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

Atlas Capital Advisors’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 		$112K Buy
977
+10
+1% +$1.18K 0.01% 512
2025
Q4 		$108K Buy
+967
New +$107K 0.01% 523
2025
Q2 		$84K Sell
800
-265
-25% -$26.3K 0.01% 559
2025
Q1 		$105K Buy
1,065
+33
+3% +$3.47K 0.01% 537
2024
Q4 		$109K Sell
1,032
-34
-3% -$3.69K 0.01% 504
2024
Q3 		$113K Sell
1,066
-214
-17% -$21.9K 0.02% 476
2024
Q2 		$127K Sell
1,280
-93
-7% -$9.26K 0.02% 465
2024
Q1 		$141K Buy
1,373
+384
+39% +$36.8K 0.02% 428
2023
Q4 		$92.9K Sell
989
-7
-0.7% -$602 0.01% 511
2023
Q3 		$84.2K Sell
996
-34
-3% -$3.02K 0.01% 475
2023
Q2 		$91.2K Sell
1,030
-4
-0.4% -$337 0.01% 486
2023
Q1 		$87.6K Sell
1,034
-46
-4% -$3.96K 0.01% 486
2022
Q4 		$88.3K Sell
1,080
-6
-0.6% -$491 0.01% 461
2022
Q3 		$80.7K Buy
1,086
+48
+5% +$3.93K 0.01% 478
2022
Q2 		$79.5K Sell
1,038
-134
-11% -$11.2K 0.01% 496
2022
Q1 		$107K Buy
1,172
+8
+0.7% +$720 0.02% 457
2021
Q4 		$111K Sell
1,164
-68
-6% -$6.41K 0.02% 437
2021
Q3 		$110K Sell
1,232
-126
-9% -$11.5K 0.02% 422
2021
Q2 		$124K Buy
1,358
+186
+16% +$17K 0.02% 429
2021
Q1 		$103K Sell
1,172
-104
-8% -$8.78K 0.02% 416
2020
Q4 		$99.2K Buy
+1,276
New +$91.1K 0.02% 395
2020
Q3 		– Sell
-1,048
Closed -$63K – 440
2020
Q2 		$63K Sell
1,048
-182
-15% -$10.2K 0.01% 454
2020
Q1 		$59.8K Buy
1,230
+176
+17% +$11K 0.02% 415
2019
Q4 		$73.2K Buy
1,054
+118
+13% +$7.9K 0.02% 426
2019
Q3 		$61.1K Buy
936
+8
+0.9% +$519 0.02% 446
2019
Q2 		$60.9K Sell
928
-96
-9% -$6.22K 0.02% 458
2019
Q1 		$65.5K Sell
1,024
-566
-36% -$35.2K 0.02% 400
2018
Q4 		$88.9K Sell
1,590
-1,738
-52% -$107K 0.04% 354
2018
Q3 		$224K Buy
3,328
+2,120
+175% +$144K 0.07% 277
2018
Q2 		$81.2K Sell
1,208
-152
-11% -$9.9K 0.03% 363
2018
Q1 		$86.2K Buy
+1,360
New +$87.6K 0.03% 371

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Capital Advisors's IVOO Position: Q1 2026 in Review

Atlas Capital Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1% in Q1 2026, buying an estimated $1.18K and bringing the position to 977 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #512.

Atlas Capital Advisors first reported a position in IVOO in Q1 2018 and has held it in 31 quarters since. The position peaked at $224K in Q3 2018. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Atlas Capital Advisors held 977 shares of Vanguard S&P Mid-Cap 400 ETF worth $112K as of Q1 2026.
  • Atlas Capital Advisors bought 10 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $1.18K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #512 holding.
  • Atlas Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and has held it in 31 quarters since.
  • Atlas Capital Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $224K in Q3 2018.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.