Choreo LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Choreo LLC’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	$350K	Buy	+2,878	New	+$368K	﹤0.01%	1215

Other funds holding IVOO

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Choreo LLC's IVOO Position: Q3 2026 in Review

Choreo LLC opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2026: 2,878 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings.

174 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Choreo LLC held 2,878 shares of Vanguard S&P Mid-Cap 400 ETF worth $350K as of Q3 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Choreo LLC position in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Choreo LLC's portfolio in Q3 2026, its #1215 holding.
174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.