CRA Financial Services
IVOO icon

CRA Financial Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

CRA Financial Services’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 		$467K Sell
3,836
-792
-17% -$101K 0.05% 198
2026
Q2 		$603K Hold
4,628
– – 0.07% 178
2026
Q1 		$529K Hold
4,628
– – 0.07% 176
2025
Q4 		$517K Hold
4,628
– – 0.07% 171
2025
Q3 		$511K Hold
4,628
– – 0.07% 164
2025
Q2 		$486K Hold
4,628
– – 0.07% 166
2025
Q1 		$457K Hold
4,628
– – 0.08% 159
2024
Q4 		$488K Hold
4,628
– – 0.08% 151
2024
Q3 		$489K Hold
4,628
– – 0.09% 139
2024
Q2 		$459K Hold
4,628
– – 0.09% 139
2024
Q1 		$477K Hold
4,628
– – 0.1% 129
2023
Q4 		$435K Hold
4,628
– – 0.11% 128
2023
Q3 		$391K Hold
4,628
– – 0.11% 127
2023
Q2 		$410K Buy
4,628
+60
+1% +$5.05K 0.11% 121
2023
Q1 		$387K Hold
4,568
– – 0.11% 129
2022
Q4 		$374K Buy
4,568
+340
+8% +$27.8K 0.12% 126
2022
Q3 		$314K Buy
4,228
+240
+6% +$19.6K 0.11% 136
2022
Q2 		$305K Sell
3,988
-20
-0.5% -$1.67K 0.1% 148
2022
Q1 		$364K Hold
4,008
– – 0.11% 132
2021
Q4 		$384K Sell
4,008
-200
-5% -$18.8K 0.11% 133
2021
Q3 		$375K Sell
4,208
-80
-2% -$7.28K 0.13% 124
2021
Q2 		$390K Hold
4,288
– – 0.14% 120
2021
Q1 		$378K Hold
4,288
– – 0.15% 110
2020
Q4 		$333K Sell
4,288
-200
-4% -$14.3K 0.14% 108
2020
Q3 		$282K Hold
4,488
– – 0.13% 112
2020
Q2 		$270K Buy
+4,488
New +$253K 0.14% 110
2020
Q1 		– Sell
-4,088
Closed -$284K – 141
2019
Q4 		$284K Buy
4,088
+200
+5% +$13.4K 0.16% 111
2019
Q3 		$254K Sell
3,888
-200
-5% -$13K 0.15% 119
2019
Q2 		$268K Buy
4,088
+100
+3% +$6.48K 0.16% 114
2019
Q1 		$255K Sell
3,988
-200
-5% -$12.5K 0.17% 116
2018
Q4 		$234K Buy
+4,188
New +$258K 0.17% 118

Other funds holding IVOO

Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Legacy Solutions LLC
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
May Barnhard Investments
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

CRA Financial Services's IVOO Position: Q3 2026 in Review

CRA Financial Services reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 17% in Q3 2026, selling an estimated $101K and leaving 3,836 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #198.

CRA Financial Services first reported a position in IVOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $603K in Q2 2026. 80 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • CRA Financial Services held 3,836 shares of Vanguard S&P Mid-Cap 400 ETF worth $467K as of Q3 2026.
  • CRA Financial Services sold 792 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $101K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.05% of CRA Financial Services's portfolio in Q3 2026, its #198 holding.
  • CRA Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $603K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.