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Klingman & Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Klingman & Associates’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
Q1 		$1.7M Buy
14,878
+1
+0% +$118 0.08% 92
2025
Q4 		$1.66M Buy
14,877
+70
+0.5% +$7.76K 0.08% 94
2025
Q3 		$1.63M Hold
14,807
– – 0.08% 94
2025
Q2 		$1.55M Sell
14,807
-79
-0.5% -$7.85K 0.09% 91
2025
Q1 		$1.47M Hold
14,886
– – 0.09% 87
2024
Q4 		$1.57M Sell
14,886
-13
-0.1% -$1.41K 0.1% 82
2024
Q3 		$1.57M Hold
14,899
– – 0.1% 85
2024
Q2 		$1.48M Hold
14,899
– – 0.1% 77
2024
Q1 		$1.53M Hold
14,899
– – 0.11% 75
2023
Q4 		$1.4M Buy
14,899
+1
+0% +$86 0.1% 75
2023
Q3 		$1.26M Buy
14,898
+1
+0% +$89 0.1% 78
2023
Q2 		$1.32M Hold
14,897
– – 0.11% 73
2023
Q1 		$1.26M Sell
14,897
-1
-0% -$86 0.11% 70
2022
Q4 		$1.22M Sell
14,898
-26
-0.2% -$2.13K 0.11% 68
2022
Q3 		$1.11M Hold
14,924
– – 0.11% 72
2022
Q2 		$1.14M Buy
14,924
+42
+0.3% +$3.51K 0.11% 70
2022
Q1 		$1.35M Hold
14,882
– – 0.11% 63
2021
Q4 		$1.43M Hold
14,882
– – 0.12% 60
2021
Q3 		$1.32M Hold
14,882
– – 0.12% 60
2021
Q2 		$1.35M Hold
14,882
– – 0.13% 57
2021
Q1 		$1.31M Sell
14,882
-280
-2% -$23.6K 0.14% 53
2020
Q4 		$1.18M Hold
15,162
– – 0.14% 53
2020
Q3 		$952K Buy
15,162
+28
+0.2% +$1.77K 0.13% 54
2020
Q2 		$910K Sell
15,134
-954
-6% -$53.7K 0.14% 55
2020
Q1 		$783K Buy
16,088
+684
+4% +$42.9K 0.16% 57
2019
Q4 		$1.07M Buy
15,404
+11,544
+299% +$773K 0.18% 52
2019
Q3 		$252K Hold
3,860
– – 0.05% 106
2019
Q2 		$253K Hold
3,860
– – 0.05% 107
2019
Q1 		$247K Hold
3,860
– – 0.05% 109
2018
Q4 		$216K Buy
+3,860
New +$238K 0.05% 99

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.