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

Sanctuary 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 Q2	$842K	Buy	6,458 +78	+1%	+$9.69K	﹤0.01%	1583
2026 Q1	$729K	Sell	6,380 -85	-1%	-$9.99K	﹤0.01%	1528
2025 Q4	$723K	Sell	6,465 -800	-11%	-$88.7K	﹤0.01%	1499
2025 Q3	$802K	Hold	7,265	–	–	﹤0.01%	1425
2025 Q2	$763K	Hold	7,265	–	–	﹤0.01%	1373
2025 Q1	$717K	Sell	7,265 -1,443	-17%	-$152K	0.01%	1290
2024 Q4	$963K	Sell	8,708 -153	-2%	-$16.6K	0.01%	1283
2024 Q3	$1M	Buy	8,861 +1,569	+22%	+$160K	0.01%	1246
2024 Q2	$714K	Buy	+7,292	New	+$726K	0.01%	1386

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

Sanctuary Advisors's IVOO Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.2% in Q2 2026, buying an estimated $9.69K and bringing the position to 6,458 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Sanctuary Advisors first reported a position in IVOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q3 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sanctuary Advisors held 6,458 shares of Vanguard S&P Mid-Cap 400 ETF worth $842K as of Q2 2026.
Sanctuary Advisors bought 78 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $9.69K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1583 holding.
Sanctuary Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1M in Q3 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.