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Sentinel Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sentinel Trust’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 		$7.14M Hold
54,746
– – 0.63% 23
2026
Q1 		$6.26M Hold
54,746
– – 0.62% 26
2025
Q4 		$6.12M Sell
54,746
-6,501
-11% -$721K 0.6% 28
2025
Q3 		$6.76M Sell
61,247
-453
-0.7% -$49.3K 0.69% 24
2025
Q2 		$6.48M Sell
61,700
-24,400
-28% -$2.43M 0.7% 26
2025
Q1 		$8.5M Sell
86,100
-40,000
-32% -$4.21M 1% 17
2024
Q4 		$13.3M Sell
126,100
-800
-0.6% -$86.9K 1.53% 13
2024
Q3 		$13.4M Buy
126,900
+29,800
+31% +$3.04M 1.53% 13
2024
Q2 		$9.62M Buy
97,100
+20,000
+26% +$1.99M 1.18% 14
2024
Q1 		$7.94M Buy
77,100
+49,100
+175% +$4.71M 1.03% 17
2023
Q4 		$2.63M Buy
+28,000
New +$2.41M 0.35% 43

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AAA
Andrews Advisory Associates Honolulu, Hawaii $208M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sentinel Trust's IVOO Position: Q2 2026 in Review

Sentinel Trust held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 54,746 shares worth $7.14M. The position accounts for 0.63% of the portfolio, ranked #23.

Sentinel Trust first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q3 2024. 43 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Sentinel Trust held 54,746 shares of Vanguard S&P Mid-Cap 400 ETF worth $7.14M as of Q2 2026.
  • Sentinel Trust left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.63% of Sentinel Trust's portfolio in Q2 2026, its #23 holding.
  • Sentinel Trust first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
  • Sentinel Trust's Vanguard S&P Mid-Cap 400 ETF position peaked at $13.4M in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.