J. Safra Sarasin Holding’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

J. Safra Sarasin Holding’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	$220K	Hold	1,922	–	–	﹤0.01%	723
2026 Q1	$220K	Buy	+1,922	New	+$226K	﹤0.01%	521

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

J. Safra Sarasin Holding's IVOO Position: Q2 2026 in Review

J. Safra Sarasin Holding held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,922 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

J. Safra Sarasin Holding first reported a position in IVOO in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

J. Safra Sarasin Holding held 1,922 shares of Vanguard S&P Mid-Cap 400 ETF worth $220K as of Q2 2026.
J. Safra Sarasin Holding left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #723 holding.
J. Safra Sarasin Holding first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and has held it in 2 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.