SS
IVOO icon

SBI Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

SBI Securities’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 		$5.35K Buy
41
+10
+32% +$1.24K ﹤0.01% 2146
2026
Q1 		$3.54K Buy
31
+6
+24% +$705 ﹤0.01% 2183
2025
Q4 		$2.79K Sell
25
-14
-36% -$1.55K ﹤0.01% 2266
2025
Q3 		$4.3K Sell
39
-3
-7% -$326 ﹤0.01% 2110
2025
Q2 		$4.41K Sell
42
-6
-13% -$596 ﹤0.01% 2041
2025
Q1 		$4.74K Buy
48
+20
+71% +$2.1K ﹤0.01% 1925
2024
Q4 		$2.95K Buy
+28
New +$3.04K ﹤0.01% 2125

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities's IVOO Position: Q2 2026 in Review

SBI Securities increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 32% in Q2 2026, buying an estimated $1.24K and bringing the position to 41 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

SBI Securities first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • SBI Securities held 41 shares of Vanguard S&P Mid-Cap 400 ETF worth $5.35K as of Q2 2026.
  • SBI Securities bought 10 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.24K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2146 holding.
  • SBI Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.