Blue Trust Inc’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Blue Trust Inc’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	$14.4K	Buy	118 +76	+181%	+$9.7K	﹤0.01%	1604
2026 Q2	$5.48K	Hold	42	–	–	﹤0.01%	2011
2026 Q1	$4.8K	Hold	42	–	–	﹤0.01%	1993
2025 Q4	$4.7K	Hold	42	–	–	﹤0.01%	2004
2025 Q3	$4.64K	Hold	42	–	–	﹤0.01%	2009
2025 Q2	$4.41K	Hold	42	–	–	﹤0.01%	2019
2025 Q1	$4.14K	Hold	42	–	–	﹤0.01%	2132
2024 Q4	$4.43K	Sell	42 -306	-88%	-$33.2K	﹤0.01%	2107
2024 Q3	$34.5K	Sell	348 -112	-24%	-$11.4K	﹤0.01%	1726
2024 Q2	$47.4K	Hold	460	–	–	﹤0.01%	1277
2024 Q1	$47.4K	Hold	460	–	–	﹤0.01%	938
2023 Q4	$39K	Hold	460	–	–	﹤0.01%	1021
2023 Q3	$41K	Sell	460 -2,062	-82%	-$183K	﹤0.01%	910
2023 Q2	$214K	Buy	2,522 +1,115	+79%	+$93.9K	﹤0.01%	351
2023 Q1	$230K	Sell	1,407 -2,449	-64%	-$211K	﹤0.01%	493
2022 Q4	$287K	Buy	3,856 +2,346	+155%	+$192K	0.01%	362
2022 Q3	$116K	Buy	+1,510	New	+$124K	﹤0.01%	479

Other funds holding IVOO

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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 Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

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 Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Blue Trust Inc's IVOO Position: Q3 2026 in Review

Blue Trust Inc increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 181% in Q3 2026, buying an estimated $9.7K and bringing the position to 118 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Blue Trust Inc first reported a position in IVOO in Q3 2022 and has held it in 17 quarters since. The position peaked at $287K in Q4 2022. 83 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Blue Trust Inc held 118 shares of Vanguard S&P Mid-Cap 400 ETF worth $14.4K as of Q3 2026.
Blue Trust Inc bought 76 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $9.7K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1604 holding.
Blue Trust Inc first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2022 and has held it in 17 quarters since.
Blue Trust Inc's Vanguard S&P Mid-Cap 400 ETF position peaked at $287K in Q4 2022.
83 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.