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Capital Investment Advisory Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Capital Investment Advisory Services’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 		$198K Sell
1,515
-70
-4% -$8.69K 0.01% 714
2026
Q1 		$181K Sell
1,585
-75
-5% -$8.81K 0.01% 646
2025
Q4 		$186K Sell
1,660
-100
-6% -$11.1K 0.01% 617
2025
Q3 		$194K Buy
+1,760
New +$191K 0.02% 587
2024
Q3 		– Sell
-2,260
Closed -$224K – 993
2024
Q2 		$224K Buy
+2,260
New +$225K 0.02% 467

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
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 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
ST
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

Capital Investment Advisory Services's IVOO Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.4% in Q2 2026, selling an estimated $8.69K and leaving 1,515 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #714.

Capital Investment Advisory Services first reported a position in IVOO in Q2 2024 and has held it in 5 quarters since. The position peaked at $224K in Q2 2024. 94 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Capital Investment Advisory Services held 1,515 shares of Vanguard S&P Mid-Cap 400 ETF worth $198K as of Q2 2026.
  • Capital Investment Advisory Services sold 70 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $8.69K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #714 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 5 quarters since.
  • Capital Investment Advisory Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $224K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.