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 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 $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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savant Capital's IVOO Position: Q1 2026 in Review

Savant Capital reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 36% in Q1 2026, selling an estimated $10.5M and leaving 161,136 shares worth $18.4M. The position accounts for 0.09% of the portfolio, ranked #132.

Savant Capital first reported a position in IVOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $28M in Q4 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Savant Capital held 161,136 shares of Vanguard S&P Mid-Cap 400 ETF worth $18.4M as of Q1 2026.
Savant Capital sold 89,512 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $10.5M.
Vanguard S&P Mid-Cap 400 ETF made up 0.09% of Savant Capital's portfolio in Q1 2026, its #132 holding.
Savant Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 11 quarters since.
Savant Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $28M in Q4 2025.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.