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Brooklyn Investment Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Brooklyn Investment Group’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 		$1.26M Buy
11,041
+3,007
+37% +$353K 0.04% 444
2025
Q4 		$911K Buy
8,034
+5,721
+247% +$634K 0.04% 385
2025
Q3 		$243K Hold
2,313
– – 0.03% 511
2025
Q2 		$243K Buy
+2,313
New +$230K 0.03% 518

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brooklyn Investment Group's IVOO Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 37% in Q1 2026, buying an estimated $353K and bringing the position to 11,041 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #444.

Brooklyn Investment Group first reported a position in IVOO in Q2 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Brooklyn Investment Group held 11,041 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.26M as of Q1 2026.
  • Brooklyn Investment Group bought 3,007 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $353K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #444 holding.
  • Brooklyn Investment Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.