Fidelity Investments’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fidelity Investments’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	$1.46M	Buy	11,182 +1,025	+10%	+$127K	﹤0.01%	2862
2026 Q1	$1.16M	Sell	10,157 -632	-6%	-$74.3K	﹤0.01%	2817
2025 Q4	$1.21M	Buy	10,789 +1,248	+13%	+$138K	﹤0.01%	2782
2025 Q3	$1.05M	Buy	9,541 +227	+2%	+$24.7K	﹤0.01%	2784
2025 Q2	$978K	Buy	9,314 +147	+2%	+$14.6K	﹤0.01%	2728
2025 Q1	$905K	Buy	9,167 +1,632	+22%	+$172K	﹤0.01%	2710
2024 Q4	$795K	Buy	7,535 +96	+1%	+$10.4K	﹤0.01%	2752
2024 Q3	$786K	Buy	7,439 +441	+6%	+$45K	﹤0.01%	2679
2024 Q2	$694K	Sell	6,998 -762	-10%	-$75.9K	﹤0.01%	2626
2024 Q1	$799K	Buy	7,760 +646	+9%	+$62K	﹤0.01%	2576
2023 Q4	$669K	Buy	7,114 +353	+5%	+$30.3K	﹤0.01%	2590
2023 Q3	$572K	Buy	6,761 +65	+1%	+$5.77K	﹤0.01%	2593
2023 Q2	$593K	Buy	6,696 +1,496	+29%	+$126K	﹤0.01%	2601
2023 Q1	$440K	Buy	5,200 +80	+2%	+$6.89K	﹤0.01%	2732
2022 Q4	$419K	Sell	5,120 -24	-0.5%	-$1.96K	﹤0.01%	2771
2022 Q3	$382K	Buy	5,144 +60	+1%	+$4.91K	﹤0.01%	2863
2022 Q2	$389K	Buy	5,084 +2,040	+67%	+$171K	﹤0.01%	2923
2022 Q1	$276K	Buy	3,044 +26	+0.9%	+$2.34K	﹤0.01%	3175
2021 Q4	$289K	Buy	3,018 +66	+2%	+$6.22K	﹤0.01%	2895
2021 Q3	$263K	Buy	2,952 +242	+9%	+$22K	﹤0.01%	2905
2021 Q2	$247K	Sell	2,710 -192	-7%	-$17.6K	﹤0.01%	2894
2021 Q1	$256K	Buy	2,902 +1,110	+62%	+$93.8K	﹤0.01%	2780
2020 Q4	$139K	Sell	1,792 -442	-20%	-$31.6K	﹤0.01%	2839
2020 Q3	$140K	Buy	2,234 +484	+28%	+$30.6K	﹤0.01%	2735
2020 Q2	$105K	Sell	1,750 -978	-36%	-$55K	﹤0.01%	2713
2020 Q1	$133K	Sell	2,728 -680	-20%	-$42.7K	﹤0.01%	2628
2019 Q4	$237K	Sell	3,408 -32	-0.9%	-$2.14K	﹤0.01%	2606
2019 Q3	$224K	Buy	3,440 +308	+10%	+$20K	﹤0.01%	2621
2019 Q2	$205K	Sell	3,132 -220	-7%	-$14.2K	﹤0.01%	2635
2019 Q1	$214K	Buy	3,352 +126	+4%	+$7.85K	﹤0.01%	2577
2018 Q4	$179K	Buy	3,226 +308	+11%	+$19K	﹤0.01%	2568
2018 Q3	$198K	Buy	+2,918	New	+$198K	﹤0.01%	2643

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

Fidelity Investments's IVOO Position: Q2 2026 in Review

Fidelity Investments increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 10% in Q2 2026, buying an estimated $127K and bringing the position to 11,182 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Fidelity Investments first reported a position in IVOO in Q3 2018 and has held it in 32 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Fidelity Investments held 11,182 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.46M as of Q2 2026.
Fidelity Investments bought 1,025 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $127K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2862 holding.
Fidelity Investments first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2018 and has held it in 32 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.