IEQ Capital’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

IEQ Capital’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	$926K	Sell	7,101 -5,773	-45%	-$717K	﹤0.01%	1127
2026 Q1	$1.47M	Sell	12,874 -14	-0.1%	-$1.65K	0.01%	894
2025 Q4	$1.44M	Buy	12,888 +149	+1%	+$16.5K	﹤0.01%	897
2025 Q3	$1.41M	Buy	12,739 +1,722	+16%	+$187K	﹤0.01%	888
2025 Q2	$1.16M	Buy	+11,017	New	+$1.1M	0.01%	812
2023 Q2	–	Sell	-7,476	Closed	-$633K	–	935
2023 Q1	$633K	Hold	7,476	–	–	0.01%	503
2022 Q4	$611K	Buy	+7,476	New	+$612K	0.02%	465

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

IEQ Capital's IVOO Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 45% in Q2 2026, selling an estimated $717K and leaving 7,101 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

IEQ Capital first reported a position in IVOO in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.47M in Q1 2026. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

IEQ Capital held 7,101 shares of Vanguard S&P Mid-Cap 400 ETF worth $926K as of Q2 2026.
IEQ Capital sold 5,773 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $717K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1127 holding.
IEQ Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and has held it in 7 quarters since.
IEQ Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.47M in Q1 2026.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.