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 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

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

Grimes & Company's IVOO Position: Q2 2026 in Review

Grimes & Company opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,654 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Grimes & Company previously reported a position in IVOO as recently as Q1 2019.

Grimes & Company first reported a position in IVOO in Q2 2015 and has held it in 17 quarters since. The position peaked at $382K in Q2 2015. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Grimes & Company held 1,654 shares of Vanguard S&P Mid-Cap 400 ETF worth $216K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Grimes & Company position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #423 holding.
Grimes & Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2015 and has held it in 17 quarters since.
Grimes & Company's Vanguard S&P Mid-Cap 400 ETF position peaked at $382K in Q2 2015.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.