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

CoreCap Advisors’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 		$276K Buy
2,263
+10
+0.4% +$1.28K 0.01% 734
2026
Q2 		$294K Sell
2,253
-16
-0.7% -$1.99K 0.01% 716
2026
Q1 		$259K Sell
2,269
-25
-1% -$2.94K 0.01% 709
2025
Q4 		$256K Buy
2,294
+64
+3% +$7.09K 0.01% 707
2025
Q3 		$246K Sell
2,230
-140
-6% -$15.2K 0.01% 736
2025
Q2 		$249K Buy
2,370
+9
+0.4% +$895 0.01% 681
2025
Q1 		$233K Buy
+2,361
New +$248K 0.01% 639

Other funds holding IVOO

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CoreCap Advisors's IVOO Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.44% in Q3 2026, buying an estimated $1.28K and bringing the position to 2,263 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #734.

CoreCap Advisors first reported a position in IVOO in Q1 2025 and has held it in 7 quarters since. The position peaked at $294K in Q2 2026. 12 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • CoreCap Advisors held 2,263 shares of Vanguard S&P Mid-Cap 400 ETF worth $276K as of Q3 2026.
  • CoreCap Advisors bought 10 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $1.28K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #734 holding.
  • CoreCap Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 7 quarters since.
  • CoreCap Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $294K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.