Kayne Anderson Rudnick Investment Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$23.6K	Hold	181	–	–	﹤0.01%	680
2026 Q1	$20.7K	Hold	181	–	–	﹤0.01%	645
2025 Q4	$20.2K	Hold	181	–	–	﹤0.01%	664
2025 Q3	$20K	Buy	+181	New	+$19.7K	﹤0.01%	674

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

Kayne Anderson Rudnick Investment Management's IVOO Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 181 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Kayne Anderson Rudnick Investment Management first reported a position in IVOO in Q3 2025 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 181 shares of Vanguard S&P Mid-Cap 400 ETF worth $23.6K as of Q2 2026.
Kayne Anderson Rudnick Investment Management 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 Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #680 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2025 and has held it in 4 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.