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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
Q2 		$5.83M Sell
44,676
-1,941
-4% -$241K 0.08% 239
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments's IVOO Position: Q2 2026 in Review

Harbour Investments reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.2% in Q2 2026, selling an estimated $241K and leaving 44,676 shares worth $5.83M. The position accounts for 0.08% of the portfolio, ranked #239.

Harbour Investments first reported a position in IVOO in Q1 2021 and has held it in 21 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Harbour Investments held 44,676 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.83M as of Q2 2026.
  • Harbour Investments sold 1,941 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $241K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Harbour Investments's portfolio in Q2 2026, its #239 holding.
  • Harbour Investments first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 21 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.