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

Optima Capital’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	-346	Closed	-$38.7K	–	733
2025 Q4	$38.7K	Buy	+346	New	+$38.4K	0.02%	340

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

Optima Capital's IVOO Position: Q1 2026 in Review

Optima Capital sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 346 shares — an estimated $38.7K sold.

Optima Capital first reported a position in IVOO in Q4 2025 and held it in 1 quarter. The position peaked at $38.7K in Q4 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Optima Capital reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 346 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $38.7K.
Optima Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $38.7K in Q4 2025.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.