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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
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% -$7.29K 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% +$6.47K 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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CRA Financial Services's IVOO Position: Q1 2026 in Review

CRA Financial Services held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 4,628 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #176.

CRA Financial Services first reported a position in IVOO in Q4 2018 and has held it in 29 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • CRA Financial Services held 4,628 shares of Vanguard S&P Mid-Cap 400 ETF worth $529K as of Q1 2026.
  • CRA Financial Services left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.07% of CRA Financial Services's portfolio in Q1 2026, its #176 holding.
  • CRA Financial Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 29 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.