Gibraltar Capital Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Gibraltar Capital Management’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 Q3	$1.72M	Hold	14,120	–	–	0.26%	69
2026 Q2	$1.84M	Hold	14,120	–	–	0.28%	74
2026 Q1	$1.61M	Hold	14,120	–	–	0.28%	74
2025 Q4	$1.58M	Buy	14,120 +200	+1%	+$22.2K	0.27%	72
2025 Q3	$1.54M	Sell	13,920 -29,610	-68%	-$3.22M	0.28%	70
2025 Q2	$1.49M	Buy	43,530 +29,610	+213%	+$2.94M	0.29%	66
2025 Q1	$1.37M	Buy	+13,920	New	+$1.46M	0.3%	60

Other funds holding IVOO

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Starr Indemnity & Liability Company New York $379M AUM 11.33% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

C.V. Starr & Co New York $187M AUM 12.14% 1-Year Est. Return

Gibraltar Capital Management's IVOO Position: Q3 2026 in Review

Gibraltar Capital Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 14,120 shares worth $1.72M. The position accounts for 0.26% of the portfolio, ranked #69.

Gibraltar Capital Management first reported a position in IVOO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.84M in Q2 2026. 296 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Gibraltar Capital Management held 14,120 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.72M as of Q3 2026.
Gibraltar Capital Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.26% of Gibraltar Capital Management's portfolio in Q3 2026, its #69 holding.
Gibraltar Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 7 quarters since.
Gibraltar Capital Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.84M in Q2 2026.
296 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Gibraltar Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.