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

Mountain Capital 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	–	Sell	-1,942	Closed	-$229K	–	95
2025 Q4	$229K	Sell	1,942 -400	-17%	-$44.3K	0.04%	76
2025 Q3	$259K	Sell	2,342 -3,526	-60%	-$384K	0.05%	66
2025 Q2	$624K	Sell	5,868 -297,879	-98%	-$29.6M	0.12%	24
2025 Q1	$29.2M	Sell	303,747 -45,452	-13%	-$4.78M	6.27%	7
2024 Q4	$38.3M	Buy	+349,199	New	+$37.9M	7.92%	4

Other funds holding IVOO

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mountain Capital Investment Advisors's IVOO Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 1,942 shares — an estimated $229K sold.

Mountain Capital Investment Advisors first reported a position in IVOO in Q4 2024 and held it in 5 quarters. The position peaked at $38.3M in Q4 2024. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Mountain Capital Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
Mountain Capital Investment Advisors sold 1,942 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $229K.
Mountain Capital Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 5 quarters.
Mountain Capital Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $38.3M in Q4 2024.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.