MCM
IVOO icon

MAI Capital Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

MAI Capital 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
Q1 		$56.6K Buy
495
+20
+4% +$2.35K ﹤0.01% 2161
2025
Q4 		$53.1K Buy
+475
New +$52.7K ﹤0.01% 1979

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

MAI Capital Management's IVOO Position: Q1 2026 in Review

MAI Capital Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.2% in Q1 2026, buying an estimated $2.35K and bringing the position to 495 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

MAI Capital Management first reported a position in IVOO in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • MAI Capital Management held 495 shares of Vanguard S&P Mid-Cap 400 ETF worth $56.6K as of Q1 2026.
  • MAI Capital Management bought 20 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $2.35K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2161 holding.
  • MAI Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.