Meitav Investment House’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Meitav Investment House’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	$3.6M	Buy	+27,592	New	+$3.43M	0.02%	152
2024 Q1	–	Sell	-202,840	Closed	-$19.1M	–	288
2023 Q4	$19.1M	Sell	202,840 -37,927	-16%	-$3.26M	0.28%	83
2023 Q3	$20.6M	Sell	240,767 -62,627	-21%	-$5.56M	0.33%	77
2023 Q2	$26.7M	Hold	303,394	–	–	0.43%	69
2023 Q1	$25.7M	Buy	303,394 +1,740	+0.6%	+$150K	0.44%	69
2022 Q4	$24.9M	Hold	301,654	–	–	0.43%	69
2022 Q3	$22.7M	Hold	301,654	–	–	0.4%	65
2022 Q2	$23.1M	Buy	301,654 +52,262	+21%	+$4.37M	0.39%	62
2022 Q1	$22.7M	Sell	249,392 -38,546	-13%	-$3.47M	0.34%	71
2021 Q4	$27.6M	Buy	287,938 +1,284	+0.4%	+$121K	0.45%	59
2021 Q3	$25.6M	Buy	286,654 +284,238	+11,765%	+$25.9M	0.42%	70
2021 Q2	$220K	Hold	2,416	–	–	0.01%	388
2021 Q1	$214K	Buy	+2,416	New	+$204K	0.01%	356

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

Meitav Investment House's IVOO Position: Q2 2026 in Review

Meitav Investment House opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 27,592 shares worth $3.6M. The stake represents 0.02% of the portfolio and ranks #152 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in IVOO as recently as Q4 2023.

Meitav Investment House first reported a position in IVOO in Q1 2021 and has held it in 13 quarters since. The position peaked at $27.6M in Q4 2021. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Meitav Investment House held 27,592 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.6M as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Meitav Investment House position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Meitav Investment House's portfolio in Q2 2026, its #152 holding.
Meitav Investment House first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 13 quarters since.
Meitav Investment House's Vanguard S&P Mid-Cap 400 ETF position peaked at $27.6M in Q4 2021.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.