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Sargent Investment Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sargent Investment Group’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 		$613K Hold
5,362
– – 0.08% 144
2025
Q4 		$599K Buy
+5,362
New +$594K 0.08% 146

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Sargent Investment Group's IVOO Position: Q1 2026 in Review

Sargent Investment Group held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 5,362 shares worth $613K. The position accounts for 0.08% of the portfolio, ranked #144.

Sargent Investment Group first reported a position in IVOO in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Sargent Investment Group held 5,362 shares of Vanguard S&P Mid-Cap 400 ETF worth $613K as of Q1 2026.
  • Sargent Investment Group left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Sargent Investment Group's portfolio in Q1 2026, its #144 holding.
  • Sargent Investment Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.