C.V. Starr & Co’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

C.V. Starr & Co’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	$29.7M	Hold	227,427	–	–	15.83%	4
2026 Q1	$26M	Hold	227,427	–	–	13.56%	3
2025 Q4	$25.4M	Hold	227,427	–	–	13.97%	3
2025 Q3	$25.1M	Hold	227,427	–	–	11.59%	3
2025 Q2	$23.9M	Buy	+227,427	New	+$22.6M	12.41%	3

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

C.V. Starr & Co's IVOO Position: Q2 2026 in Review

C.V. Starr & Co held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 227,427 shares worth $29.7M. The position accounts for 15.83% of the portfolio, ranked #4.

C.V. Starr & Co first reported a position in IVOO in Q2 2025 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

C.V. Starr & Co held 227,427 shares of Vanguard S&P Mid-Cap 400 ETF worth $29.7M as of Q2 2026.
C.V. Starr & Co left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 15.83% of C.V. Starr & Co's portfolio in Q2 2026, its #4 holding.
C.V. Starr & Co first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 5 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on C.V. Starr & Co's 13F filing for Q2 2026, filed 11 Aug 2026.