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

Citigroup’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	$3.92M	Sell	30,088 -332	-1%	-$41.2K	﹤0.01%	2354
2026 Q1	$3.48M	Buy	+30,420	New	+$3.57M	﹤0.01%	2254
2025 Q3	–	Sell	-408	Closed	-$42.8K	–	6206
2025 Q2	$42.8K	Sell	408 -61	-13%	-$6.06K	﹤0.01%	4849
2025 Q1	$46.3K	Buy	+469	New	+$49.3K	﹤0.01%	4887
2021 Q3	–	Sell	-198	Closed	-$18K	–	6051
2021 Q2	$18K	Sell	198 -200	-50%	-$18.3K	﹤0.01%	5362
2021 Q1	$35K	Sell	398 -490	-55%	-$41.4K	﹤0.01%	4909
2020 Q4	$69K	Buy	888 +490	+123%	+$35K	﹤0.01%	5813
2020 Q3	$25K	Hold	398	–	–	﹤0.01%	6027
2020 Q2	$24K	Hold	398	–	–	﹤0.01%	6478
2020 Q1	$19K	Hold	398	–	–	﹤0.01%	6725
2019 Q4	$28K	Hold	398	–	–	﹤0.01%	6751
2019 Q3	$26K	Hold	398	–	–	﹤0.01%	6563
2019 Q2	$26K	Sell	398 -212	-35%	-$13.7K	﹤0.01%	6945
2019 Q1	$39K	Buy	610 +428	+235%	+$26.6K	﹤0.01%	6536
2018 Q4	$10K	Hold	182	–	–	﹤0.01%	7145
2018 Q3	$12K	Hold	182	–	–	﹤0.01%	7287
2018 Q2	$12K	Hold	182	–	–	﹤0.01%	7117
2018 Q1	$12K	Sell	182 -1,304	-88%	-$84K	﹤0.01%	6970
2017 Q4	$95K	Buy	1,486 +464	+45%	+$29K	﹤0.01%	5686
2017 Q3	$62K	Buy	1,022 +922	+922%	+$54.2K	﹤0.01%	5881
2017 Q2	$6K	Sell	100 -200,000	-100%	-$11.7M	﹤0.01%	6689
2017 Q1	$11.6M	Buy	200,100 +200,000	+200,000%	+$11.5M	0.01%	1043
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	6872
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	6769
2016 Q2	$5K	Sell	100 -76	-43%	-$3.75K	﹤0.01%	6775
2016 Q1	$9K	Buy	176 +72	+69%	+$3.23K	﹤0.01%	6831
2015 Q4	$5K	Buy	104 +4	+4%	+$192	﹤0.01%	7039
2015 Q3	$5K	Buy	+100	New	+$4.92K	﹤0.01%	6725

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

Citigroup's IVOO Position: Q2 2026 in Review

Citigroup reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.1% in Q2 2026, selling an estimated $41.2K and leaving 30,088 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Citigroup first reported a position in IVOO in Q3 2015 and has held it in 28 quarters since. The position peaked at $11.6M in Q1 2017. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Citigroup held 30,088 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.92M as of Q2 2026.
Citigroup sold 332 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $41.2K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2354 holding.
Citigroup first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2015 and has held it in 28 quarters since.
Citigroup's Vanguard S&P Mid-Cap 400 ETF position peaked at $11.6M in Q1 2017.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.