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 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

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

Gibraltar Capital Management's IVOO Position: Q1 2026 in Review

Gibraltar Capital Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 14,120 shares worth $1.61M. The position accounts for 0.28% of the portfolio, ranked #74.

Gibraltar Capital Management first reported a position in IVOO in Q1 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Gibraltar Capital Management held 14,120 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.61M as of Q1 2026.
Gibraltar Capital Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.28% of Gibraltar Capital Management's portfolio in Q1 2026, its #74 holding.
Gibraltar Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Gibraltar Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.