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

Manchester 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 Q2	$739K	Sell	5,670 -818	-13%	-$102K	0.1%	134
2026 Q1	$742K	Hold	6,488	–	–	0.11%	121
2025 Q4	$725K	Hold	6,488	–	–	0.1%	126
2025 Q3	$716K	Hold	6,488	–	–	0.1%	148
2025 Q2	$681K	Hold	6,488	–	–	0.09%	167
2025 Q1	$640K	Hold	6,488	–	–	0.08%	169
2024 Q4	$684K	Hold	6,488	–	–	0.08%	157
2024 Q3	$685K	Sell	6,488 -2,652	-29%	-$271K	0.08%	157
2024 Q2	$906K	Sell	9,140 -21,900	-71%	-$2.18M	0.11%	121
2024 Q1	$3.2M	Sell	31,040 -72	-0.2%	-$6.91K	0.39%	42
2023 Q4	$2.92M	Sell	31,112 -4,620	-13%	-$397K	0.39%	41
2023 Q3	$3.02M	Hold	35,732	–	–	0.45%	37
2023 Q2	$3.16M	Buy	35,732 +19,478	+120%	+$1.64M	0.42%	38
2023 Q1	$1.38M	Sell	16,254 -1,586	-9%	-$137K	0.18%	81
2022 Q4	$1.46M	Buy	17,840 +13,024	+270%	+$1.07M	0.21%	69
2022 Q3	$358K	Hold	4,816	–	–	0.06%	162
2022 Q2	$369K	Hold	4,816	–	–	0.06%	162
2022 Q1	$438K	Hold	4,816	–	–	0.06%	173
2021 Q4	$461K	Hold	4,816	–	–	0.06%	174
2021 Q3	$429K	Hold	4,816	–	–	0.06%	183
2021 Q2	$438K	Hold	4,816	–	–	0.06%	174
2021 Q1	$425K	Hold	4,816	–	–	0.06%	175
2020 Q4	$375K	Hold	4,816	–	–	0.06%	177
2020 Q3	$302K	Hold	4,816	–	–	0.05%	189
2020 Q2	$290K	Hold	4,816	–	–	0.04%	198
2020 Q1	$234K	Sell	4,816 -20,248	-81%	-$1.27M	0.04%	209
2019 Q4	$1.74M	Sell	25,064 -282	-1%	-$18.9K	0.19%	55
2019 Q3	$1.65M	Buy	25,346 +354	+1%	+$23K	0.19%	56
2019 Q2	$1.64M	Hold	24,992	–	–	0.21%	57
2019 Q1	$1.6M	Buy	+24,992	New	+$1.56M	0.2%	52

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 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

Manchester Capital Management's IVOO Position: Q2 2026 in Review

Manchester Capital Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 13% in Q2 2026, selling an estimated $102K and leaving 5,670 shares worth $739K. The position accounts for 0.1% of the portfolio, ranked #134.

Manchester Capital Management first reported a position in IVOO in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.2M in Q1 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Manchester Capital Management held 5,670 shares of Vanguard S&P Mid-Cap 400 ETF worth $739K as of Q2 2026.
Manchester Capital Management sold 818 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $102K.
Vanguard S&P Mid-Cap 400 ETF made up 0.1% of Manchester Capital Management's portfolio in Q2 2026, its #134 holding.
Manchester Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 30 quarters since.
Manchester Capital Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $3.2M in Q1 2024.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.