Klingman & Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
Other funds holding IVOO
HFS
LMIM
SILC
Klingman & Associates's IVOO Position: Q1 2026 in Review
Klingman & Associates increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.01% in Q1 2026, buying an estimated $118 and bringing the position to 14,878 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #92.
Klingman & Associates first reported a position in IVOO in Q4 2018 and has held it in 30 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.
- Klingman & Associates held 14,878 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.7M as of Q1 2026.
- Klingman & Associates bought 1 Vanguard S&P Mid-Cap 400 ETF share in Q1 2026, an estimated $118.
- Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Klingman & Associates's portfolio in Q1 2026, its #92 holding.
- Klingman & Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 30 quarters since.
- 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.