Grant Street Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Grant Street Asset 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 Q2	$616K	Sell	4,720 -10	-0.2%	-$1.24K	0.1%	47
2026 Q1	$541K	Buy	4,730 +13	+0.3%	+$1.53K	0.1%	45
2025 Q4	$527K	Sell	4,717 -196	-4%	-$21.7K	0.11%	46
2025 Q3	$542K	Buy	4,913 +15	+0.3%	+$1.63K	0.11%	43
2025 Q2	$514K	Buy	4,898 +2,029	+71%	+$202K	0.12%	43
2025 Q1	$283K	Buy	+2,869	New	+$302K	0.07%	57

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

Grant Street Asset Management's IVOO Position: Q2 2026 in Review

Grant Street Asset Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.21% in Q2 2026, selling an estimated $1.24K and leaving 4,720 shares worth $616K. The position accounts for 0.1% of the portfolio, ranked #47.

Grant Street Asset Management first reported a position in IVOO in Q1 2025 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Grant Street Asset Management held 4,720 shares of Vanguard S&P Mid-Cap 400 ETF worth $616K as of Q2 2026.
Grant Street Asset Management sold 10 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.24K.
Vanguard S&P Mid-Cap 400 ETF made up 0.1% of Grant Street Asset Management's portfolio in Q2 2026, its #47 holding.
Grant Street Asset Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2025 and has held it in 6 quarters since.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Grant Street Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.