Grimes & Company’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Grimes & Company’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	$201K	Buy	1,655 +1	+0.1%	+$128	﹤0.01%	445
2026 Q2	$216K	Buy	+1,654	New	+$205K	﹤0.01%	423
2019 Q2	–	Sell	-5,164	Closed	-$330K	–	253
2019 Q1	$330K	Hold	5,164	–	–	0.03%	192
2018 Q4	$289K	Hold	5,164	–	–	0.03%	188
2018 Q3	$351K	Hold	5,164	–	–	0.03%	187
2018 Q2	$340K	Hold	5,164	–	–	0.03%	184
2018 Q1	$327K	Hold	5,164	–	–	0.03%	181
2017 Q4	$330K	Sell	5,164 -390	-7%	-$24.3K	0.03%	170
2017 Q3	$336K	Hold	5,554	–	–	0.04%	158
2017 Q2	$326K	Sell	5,554 -258	-4%	-$15K	0.04%	161
2017 Q1	$336K	Hold	5,812	–	–	0.04%	159
2016 Q4	$323K	Sell	5,812 -1,292	-18%	-$69.1K	0.04%	163
2016 Q3	$371K	Sell	7,104 -286	-4%	-$14.9K	0.05%	146
2016 Q2	$371K	Hold	7,390	–	–	0.05%	147
2016 Q1	$359K	Sell	7,390 -146	-2%	-$6.56K	0.05%	140
2015 Q4	$354K	Hold	7,536	–	–	0.05%	143
2015 Q3	$347K	Hold	7,536	–	–	0.04%	134
2015 Q2	$382K	Buy	+7,536	New	+$388K	0.05%	126

Other funds holding IVOO

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Grimes & Company's IVOO Position: Q3 2026 in Review

Grimes & Company increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.06% in Q3 2026, buying an estimated $128 and bringing the position to 1,655 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Grimes & Company first reported a position in IVOO in Q2 2015 and has held it in 18 quarters since. The position peaked at $382K in Q2 2015. 252 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Grimes & Company held 1,655 shares of Vanguard S&P Mid-Cap 400 ETF worth $201K as of Q3 2026.
Grimes & Company bought 1 Vanguard S&P Mid-Cap 400 ETF share in Q3 2026, an estimated $128.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Grimes & Company's portfolio in Q3 2026, its #445 holding.
Grimes & Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2015 and has held it in 18 quarters since.
Grimes & Company's Vanguard S&P Mid-Cap 400 ETF position peaked at $382K in Q2 2015.
252 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.