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Moneta Group Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Moneta Group Investment 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
Q1 		$18.1M Buy
158,553
+55,907
+54% +$6.57M 0.14% 79
2025
Q4 		$11.5M Buy
102,646
+31,963
+45% +$3.54M 0.09% 105
2025
Q3 		$7.8M Buy
70,683
+9,893
+16% +$1.08M 0.06% 124
2025
Q2 		$6.38M Buy
60,790
+55,569
+1,064% +$5.52M 0.08% 125
2025
Q1 		$515K Buy
5,221
+7
+0.1% +$736 0.01% 409
2024
Q4 		$550K Buy
5,214
+1,891
+57% +$205K 0.01% 393
2024
Q3 		$351K Sell
3,323
-1,561
-32% -$159K 0.01% 485
2024
Q2 		$484K Buy
4,884
+146
+3% +$14.5K 0.01% 397
2024
Q1 		$488K Sell
4,738
-3,992
-46% -$383K 0.01% 378
2023
Q4 		$820K Buy
8,730
+4,041
+86% +$347K 0.02% 265
2023
Q3 		$396K Sell
4,689
-112
-2% -$9.94K 0.01% 359
2023
Q2 		$425K Hold
4,801
– – 0.01% 355
2023
Q1 		$407K Buy
4,801
+1,029
+27% +$88.7K 0.01% 352
2022
Q4 		$337K Buy
3,772
+178
+5% +$14.6K 0.01% 352
2022
Q3 		$267K Sell
3,594
-376
-9% -$30.8K 0.01% 375
2022
Q2 		$304K Buy
3,970
+372
+10% +$31.1K 0.01% 384
2022
Q1 		$327K Buy
3,598
+162
+5% +$14.6K 0.01% 346
2021
Q4 		$329K Hold
3,436
– – 0.01% 364
2021
Q3 		$306K Sell
3,436
-4
-0.1% -$364 0.01% 361
2021
Q2 		$313K Buy
3,440
+6
+0.2% +$548 0.01% 356
2021
Q1 		$303K Buy
3,434
+836
+32% +$70.6K 0.02% 330
2020
Q4 		$202K Buy
+2,598
New +$186K 0.01% 302
2020
Q2 		– Sell
-21,212
Closed -$1.03M – 257
2020
Q1 		$1.03M Buy
+21,212
New +$1.33M 0.11% 105
2019
Q2 		– Sell
-3,942
Closed -$252K – 263
2019
Q1 		$252K Sell
3,942
-10
-0.3% -$623 0.03% 189
2018
Q4 		$221K Buy
+3,952
New +$243K 0.03% 191

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's IVOO Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 54% in Q1 2026, buying an estimated $6.57M and bringing the position to 158,553 shares worth $18.1M. The position accounts for 0.14% of the portfolio, ranked #79.

Moneta Group Investment Advisors first reported a position in IVOO in Q4 2018 and has held it in 25 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Moneta Group Investment Advisors held 158,553 shares of Vanguard S&P Mid-Cap 400 ETF worth $18.1M as of Q1 2026.
  • Moneta Group Investment Advisors bought 55,907 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $6.57M.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.14% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #79 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 25 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.