Bryant Woods Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bryant Woods Investment 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 Q2	$11.1M	Sell	85,263 -28	-0%	-$3.48K	3.09%	10
2026 Q1	$9.75M	Buy	85,291 +2,798	+3%	+$329K	3.59%	9
2025 Q4	$9.22M	Sell	82,493 -1,417	-2%	-$157K	3.57%	8
2025 Q3	$9.26M	Buy	83,910 +3,302	+4%	+$359K	3.62%	7
2025 Q2	$8.46M	Buy	80,608 +2,873	+4%	+$286K	3.65%	7
2025 Q1	$7.67M	Buy	77,735 +139	+0.2%	+$14.6K	3.69%	7
2024 Q4	$8.19M	Buy	77,596 +4,937	+7%	+$536K	3.97%	7
2024 Q3	$7.67M	Buy	72,659 +7,252	+11%	+$741K	3.91%	7
2024 Q2	$5.53M	Sell	65,407 -8,537	-12%	-$850K	4.02%	9
2024 Q1	$7.62M	Sell	73,944 -392	-0.5%	-$37.6K	4.49%	7
2023 Q4	$6.99M	Buy	74,336 +8,929	+14%	+$768K	4.45%	7
2023 Q3	$5.53M	Buy	65,407 +2,861	+5%	+$254K	4.02%	9
2023 Q2	$5.54M	Buy	62,546 +2,983	+5%	+$251K	3.94%	9
2023 Q1	$5.04M	Buy	59,563 +3,439	+6%	+$296K	3.9%	9
2022 Q4	$4.59M	Buy	56,124 +2,946	+6%	+$241K	3.9%	9
2022 Q3	$3.95M	Buy	53,178 +7,254	+16%	+$594K	3.73%	9
2022 Q2	$3.52M	Buy	45,924 +1,932	+4%	+$162K	3.32%	10
2022 Q1	$4M	Buy	43,992 +74	+0.2%	+$6.66K	3.23%	9
2021 Q4	$4.2M	Buy	+43,918	New	+$4.14M	3.28%	10

Other funds holding IVOO

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Bryant Woods Investment Advisors's IVOO Position: Q2 2026 in Review

Bryant Woods Investment Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.03% in Q2 2026, selling an estimated $3.48K and leaving 85,263 shares worth $11.1M. The position accounts for 3.09% of the portfolio, ranked #10.

Bryant Woods Investment Advisors first reported a position in IVOO in Q4 2021 and has held it in 19 quarters since. 94 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Bryant Woods Investment Advisors held 85,263 shares of Vanguard S&P Mid-Cap 400 ETF worth $11.1M as of Q2 2026.
Bryant Woods Investment Advisors sold 28 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $3.48K.
Vanguard S&P Mid-Cap 400 ETF made up 3.09% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #10 holding.
Bryant Woods Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 19 quarters since.
94 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.