Savant Capital’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Savant Capital’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	$37.6M	Buy	308,501 +147,365	+91%	+$18.3M	0.11%	125
2026 Q1	$18.4M	Sell	161,136 -89,512	-36%	-$10.5M	0.09%	132
2025 Q4	$28M	Buy	250,648 +155,480	+163%	+$17.2M	0.16%	91
2025 Q3	$10.5M	Sell	95,168 -2,469	-3%	-$269K	0.06%	160
2025 Q2	$10.2M	Sell	97,637 -8,935	-8%	-$888K	0.07%	149
2025 Q1	$10.5M	Sell	106,572 -9,710	-8%	-$1.02M	0.09%	136
2024 Q4	$12.3M	Sell	116,282 -3,325	-3%	-$361K	0.1%	137
2024 Q3	$12.6M	Sell	119,607 -10,135	-8%	-$1.03M	0.1%	128
2024 Q2	$12.9M	Buy	129,742 +119,249	+1,136%	+$11.9M	0.13%	118
2024 Q1	$1.08M	Buy	10,493 +3	+0%	+$288	0.01%	519
2023 Q4	$986K	Sell	10,490 -120	-1%	-$10.3K	0.01%	416
2023 Q3	$897K	Buy	+10,610	New	+$941K	0.01%	408

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

Savant Capital's IVOO Position: Q2 2026 in Review

Savant Capital increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 91% in Q2 2026, buying an estimated $18.3M and bringing the position to 308,501 shares worth $37.6M. The position accounts for 0.11% of the portfolio, ranked #125.

Savant Capital first reported a position in IVOO in Q3 2023 and has held it in 12 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Savant Capital held 308,501 shares of Vanguard S&P Mid-Cap 400 ETF worth $37.6M as of Q2 2026.
Savant Capital bought 147,365 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $18.3M.
Vanguard S&P Mid-Cap 400 ETF made up 0.11% of Savant Capital's portfolio in Q2 2026, its #125 holding.
Savant Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 12 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.