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EQ LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

EQ LLC’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 		$3.6M Buy
27,639
+983
+4% +$122K 0.89% 21
2026
Q1 		$3.05M Buy
26,656
+1,295
+5% +$152K 0.86% 24
2025
Q4 		$2.84M Buy
25,361
+767
+3% +$85K 0.82% 26
2025
Q3 		$2.71M Buy
24,594
+849
+4% +$92.4K 0.92% 25
2025
Q2 		$2.49M Buy
23,745
+1,500
+7% +$149K 0.97% 22
2025
Q1 		$2.2M Sell
22,245
-152
-0.7% -$16K 1.03% 24
2024
Q4 		$2.36M Buy
22,397
+1,050
+5% +$114K 1.11% 22
2024
Q3 		$2.25M Buy
21,347
+2,435
+13% +$249K 1.13% 20
2024
Q2 		$1.87M Buy
18,912
+252
+1% +$25.1K 1.12% 23
2024
Q1 		$1.92M Buy
18,660
+430
+2% +$41.2K 1.18% 22
2023
Q4 		$1.71M Sell
18,230
-897
-5% -$77.1K 1.27% 22
2023
Q3 		$1.62M Buy
19,127
+149
+0.8% +$13.2K 1.2% 22
2023
Q2 		$1.68M Sell
18,978
-304
-2% -$25.6K 1.38% 18
2023
Q1 		$1.63M Sell
19,282
-78
-0.4% -$6.72K 1.24% 19
2022
Q4 		$1.58M Buy
19,360
+420
+2% +$34.4K 1.27% 20
2022
Q3 		$1.41M Sell
18,940
-344
-2% -$28.1K 1.22% 23
2022
Q2 		$1.48M Buy
19,284
+936
+5% +$78.3K 1.16% 19
2022
Q1 		$1.67M Buy
18,348
+270
+1% +$24.3K 1.21% 18
2021
Q4 		$1.73M Buy
18,078
+344
+2% +$32.4K 1.21% 20
2021
Q3 		$1.58M Buy
17,734
+142
+0.8% +$12.9K 1.21% 18
2021
Q2 		$1.6M Buy
17,592
+564
+3% +$51.6K 1.22% 20
2021
Q1 		$1.5M Sell
17,028
-2,878
-14% -$243K 1.26% 19
2020
Q4 		$1.55M Buy
+19,906
New +$1.42M 1.43% 20

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EQ LLC's IVOO Position: Q2 2026 in Review

EQ LLC increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.7% in Q2 2026, buying an estimated $122K and bringing the position to 27,639 shares worth $3.6M. The position accounts for 0.89% of the portfolio, ranked #21.

EQ LLC first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • EQ LLC held 27,639 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.6M as of Q2 2026.
  • EQ LLC bought 983 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $122K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.89% of EQ LLC's portfolio in Q2 2026, its #21 holding.
  • EQ LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.