Mercer Global Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Mercer Global Advisors’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	$377K	Sell	2,892 -134	-4%	-$16.6K	﹤0.01%	2571
2026 Q1	$346K	Sell	3,026 -345	-10%	-$40.5K	﹤0.01%	2301
2025 Q4	$377K	Sell	3,371 -981	-23%	-$109K	﹤0.01%	2066
2025 Q3	$480K	Sell	4,352 -1,558	-26%	-$169K	﹤0.01%	1774
2025 Q2	$620K	Buy	+5,910	New	+$587K	﹤0.01%	1451

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

Mercer Global Advisors's IVOO Position: Q2 2026 in Review

Mercer Global Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 4.4% in Q2 2026, selling an estimated $16.6K and leaving 2,892 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Mercer Global Advisors first reported a position in IVOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $620K in Q2 2025. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Mercer Global Advisors held 2,892 shares of Vanguard S&P Mid-Cap 400 ETF worth $377K as of Q2 2026.
Mercer Global Advisors sold 134 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $16.6K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2571 holding.
Mercer Global Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 5 quarters since.
Mercer Global Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $620K in Q2 2025.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.