Harbour Investments’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Harbour Investments’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	$5.33M	Sell	46,617 -936	-2%	-$110K	0.08%	228
2025 Q4	$5.32M	Buy	47,553 +1,527	+3%	+$169K	0.11%	178
2025 Q3	$5.08M	Buy	46,026 +3,559	+8%	+$387K	0.12%	165
2025 Q2	$4.46M	Buy	42,467 +2,779	+7%	+$276K	0.11%	169
2025 Q1	$3.92M	Buy	39,688 +27	+0.1%	+$2.84K	0.11%	167
2024 Q4	$4.18M	Buy	39,661 +789	+2%	+$85.7K	0.12%	147
2024 Q3	$4.11M	Buy	38,872 +2,082	+6%	+$213K	0.12%	143
2024 Q2	$3.65M	Buy	36,790 +1,843	+5%	+$184K	0.12%	152
2024 Q1	$3.6M	Buy	34,947 +2,156	+7%	+$207K	0.13%	153
2023 Q4	$3.08M	Buy	32,791 +2,141	+7%	+$184K	0.13%	152
2023 Q3	$2.59M	Buy	30,650 +2,002	+7%	+$178K	0.13%	156
2023 Q2	$2.54M	Buy	28,648 +2,597	+10%	+$219K	0.13%	153
2023 Q1	$2.21M	Buy	26,051 +3,227	+14%	+$278K	0.12%	163
2022 Q4	$1.87M	Buy	22,824 +6,634	+41%	+$543K	0.11%	180
2022 Q3	$1.24M	Hold	16,190	–	–	0.08%	236
2022 Q2	$1.24M	Buy	+16,190	New	+$1.35M	0.08%	236
2021 Q4	$1.24M	Buy	12,916 +3,318	+35%	+$313K	0.07%	256
2021 Q3	$855K	Buy	9,598 +5,602	+140%	+$510K	0.03%	488
2021 Q2	$364K	Buy	3,996 +3,402	+573%	+$311K	0.01%	801
2021 Q1	$52K	Buy	+594	New	+$50.2K	﹤0.01%	1684

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

Harbour Investments's IVOO Position: Q1 2026 in Review

Harbour Investments reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2% in Q1 2026, selling an estimated $110K and leaving 46,617 shares worth $5.33M. The position accounts for 0.08% of the portfolio, ranked #228.

Harbour Investments first reported a position in IVOO in Q1 2021 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Harbour Investments held 46,617 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.33M as of Q1 2026.
Harbour Investments sold 936 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $110K.
Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Harbour Investments's portfolio in Q1 2026, its #228 holding.
Harbour Investments first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 20 quarters since.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.