Rockingstone Advisors
IVOO icon

Rockingstone Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Rockingstone Advisors’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
Q3 		$212K Hold
1,740
– – 0.09% 111
2026
Q2 		$227K Buy
+1,740
New +$216K 0.09% 111
2024
Q1 		– Sell
-2,140
Closed -$201K – 108
2023
Q4 		$201K Buy
+2,140
New +$184K 0.11% 107

Other funds holding IVOO

Lockheed Martin Investment Management
Lockheed Martin Investment Management Bethesda, Maryland $1.41B AUM 28.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Rockingstone Advisors's IVOO Position: Q3 2026 in Review

Rockingstone Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 1,740 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #111.

Rockingstone Advisors first reported a position in IVOO in Q4 2023 and has held it in 3 quarters since. The position peaked at $227K in Q2 2026. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

  • Rockingstone Advisors held 1,740 shares of Vanguard S&P Mid-Cap 400 ETF worth $212K as of Q3 2026.
  • Rockingstone Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.09% of Rockingstone Advisors's portfolio in Q3 2026, its #111 holding.
  • Rockingstone Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 3 quarters since.
  • Rockingstone Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $227K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.