NBC Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

NBC Securities’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	$423K	Buy	3,243 +2	+0.1%	+$248	0.03%	591
2026 Q1	$371K	Buy	3,241 +3	+0.1%	+$353	0.03%	626
2025 Q4	$362K	Buy	3,238 +2	+0.1%	+$222	0.03%	615
2025 Q3	$357K	Buy	3,236 +3	+0.1%	+$326	0.03%	622
2025 Q2	$339K	Buy	3,233 +1,603	+98%	+$159K	0.03%	637
2025 Q1	$160K	Buy	1,630 +1,629	+162,900%	+$171K	0.01%	854
2024 Q4	$171	Sell	1 -1,621	-100%	-$176K	0.02%	799
2024 Q3	$171K	Buy	1,622 +2	+0.1%	+$204	0.01%	835
2024 Q2	$160K	Sell	1,620 -162	-9%	-$16.1K	0.01%	822
2024 Q1	$183K	Sell	1,782 -182	-9%	-$17.5K	0.02%	781
2023 Q4	$184K	Buy	1,964 +6	+0.3%	+$516	0.02%	758
2023 Q3	$165K	Buy	+1,958	New	+$174K	0.02%	755

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

NBC Securities's IVOO Position: Q2 2026 in Review

NBC Securities increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.06% in Q2 2026, buying an estimated $248 and bringing the position to 3,243 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #591.

NBC Securities first reported a position in IVOO in Q3 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

NBC Securities held 3,243 shares of Vanguard S&P Mid-Cap 400 ETF worth $423K as of Q2 2026.
NBC Securities bought 2 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $248.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of NBC Securities's portfolio in Q2 2026, its #591 holding.
NBC Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 12 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.