Bellevue Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bellevue Asset Management’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	$19.6K	Hold	150	–	–	0.01%	250
2026 Q1	$17.1K	Hold	150	–	–	0.01%	252
2025 Q4	$16.8K	Hold	150	–	–	0.01%	249
2025 Q3	$16.6K	Hold	150	–	–	0.01%	251
2025 Q2	$15.7K	Hold	150	–	–	0.01%	253
2025 Q1	$14.8K	Hold	150	–	–	0.01%	250
2024 Q4	$15.8K	Hold	150	–	–	0.01%	254
2024 Q3	$15.8K	Hold	150	–	–	0.01%	251
2024 Q2	$14.9K	Hold	150	–	–	0.01%	249
2024 Q1	$15.5K	Hold	150	–	–	0.01%	238
2023 Q4	$14.1K	Hold	150	–	–	0.01%	247
2023 Q3	$12.7K	Hold	150	–	–	0.01%	244
2023 Q2	$13.3K	Hold	150	–	–	0.01%	249
2023 Q1	$12.7K	Hold	150	–	–	0.01%	255
2022 Q4	$12.2K	Hold	150	–	–	0.01%	259
2022 Q3	$11K	Hold	150	–	–	0.01%	276
2022 Q2	$12K	Hold	150	–	–	0.01%	282
2022 Q1	$14K	Hold	150	–	–	0.01%	288
2021 Q4	$14K	Hold	150	–	–	0.01%	302
2021 Q3	$13K	Hold	150	–	–	0.01%	314
2021 Q2	$14K	Hold	150	–	–	0.01%	309
2021 Q1	$13K	Hold	150	–	–	0.01%	334
2020 Q4	$12K	Hold	150	–	–	0.01%	333
2020 Q3	$9K	Hold	150	–	–	0.01%	340
2020 Q2	$9K	Hold	150	–	–	0.01%	342
2020 Q1	$8K	Buy	+150	New	+$9.41K	0.01%	352

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

Bellevue Asset Management's IVOO Position: Q2 2026 in Review

Bellevue Asset Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 150 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #250.

Bellevue Asset Management first reported a position in IVOO in Q1 2020 and has held it in 26 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Bellevue Asset Management held 150 shares of Vanguard S&P Mid-Cap 400 ETF worth $19.6K as of Q2 2026.
Bellevue Asset Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #250 holding.
Bellevue Asset Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2020 and has held it in 26 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.