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

Sierra 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	$200K	Buy	+1,535	New	+$191K	0.02%	218
2026 Q1	–	Sell	-2,043	Closed	-$228K	–	221
2025 Q4	$228K	Hold	2,043	–	–	0.02%	187
2025 Q3	$226K	Hold	2,043	–	–	0.02%	197
2025 Q2	$214K	Buy	+2,043	New	+$203K	0.02%	196

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

Sierra Capital's IVOO Position: Q2 2026 in Review

Sierra Capital opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,535 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Sierra Capital previously reported a position in IVOO as recently as Q4 2025.

Sierra Capital first reported a position in IVOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $228K in Q4 2025. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Sierra Capital held 1,535 shares of Vanguard S&P Mid-Cap 400 ETF worth $200K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Sierra Capital position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Sierra Capital's portfolio in Q2 2026, its #218 holding.
Sierra Capital first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2025 and has held it in 4 quarters since.
Sierra Capital's Vanguard S&P Mid-Cap 400 ETF position peaked at $228K in Q4 2025.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.