Fiduciary Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fiduciary Trust’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	$3.24M	Buy	24,856 +1,931	+8%	+$240K	0.04%	218
2026 Q1	$2.62M	Hold	22,925	–	–	0.03%	247
2025 Q4	$2.56M	Hold	22,925	–	–	0.03%	246
2025 Q3	$2.53M	Sell	22,925 -186	-0.8%	-$20.2K	0.03%	253
2025 Q2	$2.43M	Sell	23,111 -100	-0.4%	-$9.94K	0.03%	252
2025 Q1	$2.29M	Buy	23,211 +2,477	+12%	+$261K	0.03%	258
2024 Q4	$2.19M	Hold	20,734	–	–	0.03%	249
2024 Q3	$2.19M	Hold	20,734	–	–	0.03%	251
2024 Q2	$2.05M	Hold	20,734	–	–	0.03%	244
2024 Q1	$2.14M	Hold	20,734	–	–	0.03%	240
2023 Q4	$1.95M	Hold	20,734	–	–	0.03%	246
2023 Q3	$1.75M	Hold	20,734	–	–	0.03%	245
2023 Q2	$1.84M	Hold	20,734	–	–	0.03%	245
2023 Q1	$1.76M	Hold	20,734	–	–	0.03%	245
2022 Q4	$1.7M	Hold	20,734	–	–	0.03%	263
2022 Q3	$1.54M	Hold	20,734	–	–	0.03%	263
2022 Q2	$1.59M	Hold	20,734	–	–	0.03%	263
2022 Q1	$1.89M	Hold	20,734	–	–	0.03%	265
2021 Q4	$1.99M	Hold	20,734	–	–	0.03%	251
2021 Q3	$1.85M	Hold	20,734	–	–	0.03%	252
2021 Q2	$1.89M	Hold	20,734	–	–	0.04%	249
2021 Q1	$1.83M	Buy	20,734 +5,282	+34%	+$446K	0.04%	250
2020 Q4	$1.2M	Hold	15,452	–	–	0.03%	297
2020 Q3	$970K	Buy	15,452 +7,638	+98%	+$483K	0.02%	299
2020 Q2	$470K	Hold	7,814	–	–	0.01%	390
2020 Q1	$380K	Hold	7,814	–	–	0.01%	380
2019 Q4	$543K	Hold	7,814	–	–	0.01%	365
2019 Q3	$510K	Hold	7,814	–	–	0.01%	367
2019 Q2	$513K	Hold	7,814	–	–	0.01%	352
2019 Q1	$500K	Hold	7,814	–	–	0.01%	348
2018 Q4	$437K	Buy	+7,814	New	+$481K	0.01%	341

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

Fiduciary Trust's IVOO Position: Q2 2026 in Review

Fiduciary Trust increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 8.4% in Q2 2026, buying an estimated $240K and bringing the position to 24,856 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #218.

Fiduciary Trust first reported a position in IVOO in Q4 2018 and has held it in 31 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Fiduciary Trust held 24,856 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.24M as of Q2 2026.
Fiduciary Trust bought 1,931 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $240K.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Fiduciary Trust's portfolio in Q2 2026, its #218 holding.
Fiduciary Trust first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 31 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.