D.J. St. Germain’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

D.J. St. Germain’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	$4.04K	Sell	31 -18	-37%	-$2.24K	﹤0.01%	772
2026 Q1	$5.6K	Sell	49 -33	-40%	-$3.88K	﹤0.01%	726
2025 Q4	$9.17K	Hold	82	–	–	﹤0.01%	676
2025 Q3	$9.05K	Hold	82	–	–	﹤0.01%	657
2025 Q2	$8.61K	Hold	82	–	–	﹤0.01%	669
2025 Q1	$8.09K	Hold	82	–	–	﹤0.01%	586
2024 Q4	$8.65K	Hold	82	–	–	﹤0.01%	599
2024 Q3	$8.66K	Hold	82	–	–	﹤0.01%	558
2024 Q2	$8.13K	Sell	82 -40	-33%	-$3.98K	﹤0.01%	560
2024 Q1	$12.6K	Buy	+122	New	+$11.7K	﹤0.01%	534

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

D.J. St. Germain's IVOO Position: Q2 2026 in Review

D.J. St. Germain reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 37% in Q2 2026, selling an estimated $2.24K and leaving 31 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

D.J. St. Germain first reported a position in IVOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.6K in Q1 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

D.J. St. Germain held 31 shares of Vanguard S&P Mid-Cap 400 ETF worth $4.04K as of Q2 2026.
D.J. St. Germain sold 18 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.24K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #772 holding.
D.J. St. Germain first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 10 quarters since.
D.J. St. Germain's Vanguard S&P Mid-Cap 400 ETF position peaked at $12.6K in Q1 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.