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 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

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

CoreCap Advisors's IVOO Position: Q2 2026 in Review

CoreCap Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.71% in Q2 2026, selling an estimated $1.99K and leaving 2,253 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #716.

CoreCap Advisors first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

CoreCap Advisors held 2,253 shares of Vanguard S&P Mid-Cap 400 ETF worth $294K as of Q2 2026.
CoreCap Advisors sold 16 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.99K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #716 holding.
CoreCap Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.