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

Reflection 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
Q1 		$548K Buy
4,475
+3
+0.1% +$353 0.34% 71
2025
Q4 		$512K Buy
+4,472
New +$496K 0.36% 63

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Reflection Asset Management's IVOO Position: Q1 2026 in Review

Reflection Asset Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.07% in Q1 2026, buying an estimated $353 and bringing the position to 4,475 shares worth $548K. The position accounts for 0.34% of the portfolio, ranked #71.

Reflection Asset Management first reported a position in IVOO in Q4 2025 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Reflection Asset Management held 4,475 shares of Vanguard S&P Mid-Cap 400 ETF worth $548K as of Q1 2026.
  • Reflection Asset Management bought 3 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $353.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.34% of Reflection Asset Management's portfolio in Q1 2026, its #71 holding.
  • Reflection Asset Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.