City State Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

City State Bank’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	$6.52K	Hold	50	–	–	﹤0.01%	608
2026 Q1	$5.72K	Hold	50	–	–	﹤0.01%	596
2025 Q4	$5.59K	Hold	50	–	–	﹤0.01%	587
2025 Q3	$5.52K	Hold	50	–	–	﹤0.01%	570
2025 Q2	$5.25K	Hold	50	–	–	﹤0.01%	573
2025 Q1	$4.93K	Hold	50	–	–	﹤0.01%	584
2024 Q4	$5.28K	Sell	50 -50	-50%	-$5.43K	﹤0.01%	565
2024 Q3	$10.6K	Hold	100	–	–	﹤0.01%	490
2024 Q2	$9.91K	Hold	100	–	–	﹤0.01%	488
2024 Q1	$10K	Hold	100	–	–	﹤0.01%	483
2023 Q4	$9K	Hold	100	–	–	﹤0.01%	483
2023 Q3	$8K	Hold	100	–	–	﹤0.01%	495
2023 Q2	$9K	Sell	100 -100	-50%	-$8.42K	﹤0.01%	484
2023 Q1	$17K	Hold	200	–	–	0.01%	405
2022 Q4	$16K	Hold	200	–	–	0.01%	390
2022 Q3	$15K	Hold	200	–	–	0.01%	382
2022 Q2	$15K	Buy	+200	New	+$16.7K	0.01%	385

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

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

DADC

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

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

City State Bank's IVOO Position: Q2 2026 in Review

City State Bank held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 50 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

City State Bank first reported a position in IVOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $17K in Q1 2023. 139 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

City State Bank held 50 shares of Vanguard S&P Mid-Cap 400 ETF worth $6.52K as of Q2 2026.
City State Bank left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #608 holding.
City State Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and has held it in 17 quarters since.
City State Bank's Vanguard S&P Mid-Cap 400 ETF position peaked at $17K in Q1 2023.
139 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.