Raymond James Financial
IVOO icon

Raymond James Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Raymond James Financial’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 		$42M Buy
367,675
+29,246
+9% +$3.44M 0.01% 970
2025
Q4 		$37.8M Buy
338,429
+11,533
+4% +$1.28M 0.01% 1001
2025
Q3 		$36.1M Buy
326,896
+13,364
+4% +$1.45M 0.01% 1010
2025
Q2 		$32.9M Buy
313,532
+5,405
+2% +$537K 0.01% 1029
2025
Q1 		$30.4M Buy
308,127
+16,313
+6% +$1.72M 0.01% 1017
2024
Q4 		$30.8M Buy
+291,814
New +$31.7M 0.01% 1018

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's IVOO Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 8.6% in Q1 2026, buying an estimated $3.44M and bringing the position to 367,675 shares worth $42M. The position accounts for 0.01% of the portfolio, ranked #970.

Raymond James Financial first reported a position in IVOO in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Raymond James Financial held 367,675 shares of Vanguard S&P Mid-Cap 400 ETF worth $42M as of Q1 2026.
  • Raymond James Financial bought 29,246 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $3.44M.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #970 holding.
  • Raymond James Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.