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 Q2	$48.9M	Buy	374,873 +7,198	+2%	+$894K	0.01%	951
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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's IVOO Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2% in Q2 2026, buying an estimated $894K and bringing the position to 374,873 shares worth $48.9M. The position accounts for 0.01% of the portfolio, ranked #951.

Raymond James Financial first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Raymond James Financial held 374,873 shares of Vanguard S&P Mid-Cap 400 ETF worth $48.9M as of Q2 2026.
Raymond James Financial bought 7,198 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $894K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #951 holding.
Raymond James Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.