Ramirez Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Ramirez Asset Management’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	$167K	Hold	1,280	–	–	0.02%	208
2026 Q1	$146K	Hold	1,280	–	–	0.02%	208
2025 Q4	$143K	Hold	1,280	–	–	0.02%	227
2025 Q3	$141K	Hold	1,280	–	–	0.02%	221
2025 Q2	$134K	Hold	1,280	–	–	0.02%	225
2025 Q1	$126K	Hold	1,280	–	–	0.03%	230
2024 Q4	$135K	Hold	1,280	–	–	0.03%	237
2024 Q3	$135K	Hold	1,280	–	–	0.03%	238
2024 Q2	$127K	Hold	1,280	–	–	0.03%	248
2024 Q1	$132K	Hold	1,280	–	–	0.03%	239
2023 Q4	$120K	Hold	1,280	–	–	0.02%	253
2023 Q3	$108K	Buy	+1,280	New	+$114K	0.02%	252

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

Ramirez Asset Management's IVOO Position: Q2 2026 in Review

Ramirez Asset Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,280 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #208.

Ramirez Asset Management 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.

Ramirez Asset Management held 1,280 shares of Vanguard S&P Mid-Cap 400 ETF worth $167K as of Q2 2026.
Ramirez Asset Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Ramirez Asset Management's portfolio in Q2 2026, its #208 holding.
Ramirez Asset Management 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 Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.