Lockheed Martin Investment Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Lockheed Martin 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	$70.4M	Hold	540,000	–	–	2.79%	9
2026 Q1	$61.7M	Sell	540,000 -90,000	-14%	-$10.6M	2.26%	13
2025 Q4	$70.4M	Sell	630,000 -30,000	-5%	-$3.33M	2.35%	12
2025 Q3	$72.9M	Sell	660,000 -90,000	-12%	-$9.79M	2.68%	9
2025 Q2	$78.7M	Hold	750,000	–	–	2.88%	8
2025 Q1	$74M	Sell	750,000 -150,000	-17%	-$15.8M	3.01%	7
2024 Q4	$95M	Hold	900,000	–	–	3.78%	6
2024 Q3	$95.1M	Hold	900,000	–	–	4.4%	5
2024 Q2	$89.2M	Hold	900,000	–	–	5.16%	4
2024 Q1	$92.7M	Sell	900,000 -80,000	-8%	-$7.67M	6.73%	3
2023 Q4	$92.1M	Hold	980,000	–	–	6.6%	2
2023 Q3	$82.8M	Hold	980,000	–	–	6.36%	2
2023 Q2	$86.8M	Hold	980,000	–	–	4.98%	4
2023 Q1	$83M	Sell	980,000 -240,000	-20%	-$20.7M	4.7%	5
2022 Q4	$99.8M	Hold	1,220,000	–	–	6.62%	2
2022 Q3	$90.6M	Hold	1,220,000	–	–	7.29%	1
2022 Q2	$93.4M	Hold	1,220,000	–	–	6.35%	2
2022 Q1	$111M	Hold	1,220,000	–	–	6.11%	2
2021 Q4	$117M	Hold	1,220,000	–	–	6.25%	2
2021 Q3	$109M	Hold	1,220,000	–	–	5.89%	5
2021 Q2	$111M	Hold	1,220,000	–	–	5.8%	6
2021 Q1	$108M	Hold	1,220,000	–	–	5.5%	5
2020 Q4	$94.9M	Buy	+1,220,000	New	+$87.1M	4.91%	8

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lockheed Martin Investment Management's IVOO Position: Q2 2026 in Review

Lockheed Martin Investment Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 540,000 shares worth $70.4M. The position accounts for 2.79% of the portfolio, ranked #9.

Lockheed Martin Investment Management first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $117M in Q4 2021. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Lockheed Martin Investment Management held 540,000 shares of Vanguard S&P Mid-Cap 400 ETF worth $70.4M as of Q2 2026.
Lockheed Martin 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 2.79% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #9 holding.
Lockheed Martin Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
Lockheed Martin Investment Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $117M in Q4 2021.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.