Mariner
IVOO icon

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

Mariner’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 		$3.79M Sell
29,084
-3,872
-12% -$481K ﹤0.01% 1158
2026
Q1 		$3.77M Sell
32,956
-2,995
-8% -$352K ﹤0.01% 1175
2025
Q4 		$4.02M Sell
35,951
-430
-1% -$47.7K ﹤0.01% 1107
2025
Q3 		$4.02M Sell
36,381
-329
-0.9% -$35.8K 0.01% 1034
2025
Q2 		$3.85M Buy
36,710
+2,280
+7% +$227K 0.01% 987
2025
Q1 		$3.4M Sell
34,430
-2,507
-7% -$264K 0.01% 964
2024
Q4 		$3.9M Buy
36,937
+661
+2% +$71.8K 0.01% 890
2024
Q3 		$3.83M Sell
36,276
-3,101
-8% -$317K 0.01% 884
2024
Q2 		$3.9M Sell
39,377
-1,390
-3% -$138K 0.01% 826
2024
Q1 		$4.2M Buy
40,767
+1,628
+4% +$156K 0.01% 797
2023
Q4 		$3.68M Buy
39,139
+7,975
+26% +$686K 0.01% 801
2023
Q3 		$2.63M Buy
31,164
+3,523
+13% +$313K 0.01% 862
2023
Q2 		$2.45M Buy
27,641
+11,362
+70% +$957K 0.01% 898
2023
Q1 		$1.38M Sell
16,279
-31
-0.2% -$2.67K ﹤0.01% 1128
2022
Q4 		$1.33M Buy
16,310
+2,092
+15% +$171K ﹤0.01% 1111
2022
Q3 		$1.06M Buy
+14,218
New +$1.16M ﹤0.01% 1024
2019
Q3 		– Sell
-6,550
Closed -$430K – 864
2019
Q2 		$430K Hold
6,550
– – 0.01% 770
2019
Q1 		$419K Hold
6,550
– – 0.01% 712
2018
Q4 		$366K Hold
6,550
– – 0.01% 634
2018
Q3 		$445K Hold
6,550
– – 0.01% 583
2018
Q2 		$431K Hold
6,550
– – 0.01% 572
2018
Q1 		$415K Hold
6,550
– – 0.01% 470
2017
Q4 		$419K Hold
6,550
– – 0.02% 415
2017
Q3 		$396K Hold
6,550
– – 0.02% 377
2017
Q2 		$385K Hold
6,550
– – 0.02% 381
2017
Q1 		$379K Hold
6,550
– – 0.02% 417
2016
Q4 		$365K Hold
6,550
– – 0.02% 417
2016
Q3 		$342K Hold
6,550
– – 0.02% 444
2016
Q2 		$329K Hold
6,550
– – 0.02% 400
2016
Q1 		$318K Hold
6,550
– – 0.02% 382
2015
Q4 		$307K Hold
6,550
– – 0.02% 336
2015
Q3 		$301K Buy
+6,550
New +$322K 0.01% 401

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

Mariner's IVOO Position: Q2 2026 in Review

Mariner reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 12% in Q2 2026, selling an estimated $481K and leaving 29,084 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Mariner first reported a position in IVOO in Q3 2015 and has held it in 32 quarters since. The position peaked at $4.2M in Q1 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Mariner held 29,084 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.79M as of Q2 2026.
  • Mariner sold 3,872 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $481K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1158 holding.
  • Mariner first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2015 and has held it in 32 quarters since.
  • Mariner's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.2M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.