KA
IVOO icon

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
Q2 		$1.92M Sell
14,753
-125
-0.8% -$15.5K 0.08% 91
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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Klingman & Associates's IVOO Position: Q2 2026 in Review

Klingman & Associates reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.84% in Q2 2026, selling an estimated $15.5K and leaving 14,753 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #91.

Klingman & Associates first reported a position in IVOO in Q4 2018 and has held it in 31 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Klingman & Associates held 14,753 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.92M as of Q2 2026.
  • Klingman & Associates sold 125 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $15.5K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Klingman & Associates's portfolio in Q2 2026, its #91 holding.
  • Klingman & Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 31 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.