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May Barnhard Investments’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

May Barnhard Investments’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
Q3 		$3.83M Buy
31,421
+3,074
+11% +$393K 1.58% 27
2026
Q2 		$3.7M Buy
28,347
+8,953
+46% +$1.11M 1.5% 26
2026
Q1 		$2.22M Buy
+19,394
New +$2.28M 1.08% 30

Other funds holding IVOO

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

May Barnhard Investments's IVOO Position: Q3 2026 in Review

May Barnhard Investments increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 11% in Q3 2026, buying an estimated $393K and bringing the position to 31,421 shares worth $3.83M. The position accounts for 1.58% of the portfolio, ranked #27.

May Barnhard Investments first reported a position in IVOO in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • May Barnhard Investments held 31,421 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.83M as of Q3 2026.
  • May Barnhard Investments bought 3,074 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2026, an estimated $393K.
  • Vanguard S&P Mid-Cap 400 ETF made up 1.58% of May Barnhard Investments's portfolio in Q3 2026, its #27 holding.
  • May Barnhard Investments first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on May Barnhard Investments's 13F filing for Q3 2026, filed 9 Oct 2026.