Evelyn Partners Investment Management (Europe)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$119K	Hold	1,039	–	–	0.04%	103
2025 Q4	$116K	Sell	1,039 -880	-46%	-$97.6K	0.04%	105
2025 Q3	$212K	Hold	1,919	–	–	0.07%	82
2025 Q2	$201K	Hold	1,919	–	–	0.07%	83
2025 Q1	$189K	Hold	1,919	–	–	0.07%	86
2024 Q4	$202K	Buy	+1,919	New	+$208K	0.07%	83

Other funds holding IVOO

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s IVOO Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 1,039 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #103.

Evelyn Partners Investment Management (Europe) first reported a position in IVOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $212K in Q3 2025. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 1,039 shares of Vanguard S&P Mid-Cap 400 ETF worth $119K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #103 holding.
Evelyn Partners Investment Management (Europe) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s Vanguard S&P Mid-Cap 400 ETF position peaked at $212K in Q3 2025.
300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.