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

SignatureFD’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	$20.1K	Hold	154	–	–	﹤0.01%	2344
2026 Q1	$17.6K	Hold	154	–	–	﹤0.01%	2255
2025 Q4	$17.2K	Hold	154	–	–	﹤0.01%	2190
2025 Q3	$17K	Hold	154	–	–	﹤0.01%	2189
2025 Q2	$16.2K	Hold	154	–	–	﹤0.01%	2156
2025 Q1	$15.2K	Hold	154	–	–	﹤0.01%	2192
2024 Q4	$16.2K	Hold	154	–	–	﹤0.01%	2163
2024 Q3	$16.3K	Hold	154	–	–	﹤0.01%	2139
2024 Q2	$15.3K	Hold	154	–	–	﹤0.01%	2093
2024 Q1	$15.9K	Hold	154	–	–	﹤0.01%	2108
2023 Q4	$14.5K	Hold	154	–	–	﹤0.01%	2083
2023 Q3	$13K	Hold	154	–	–	﹤0.01%	2064
2023 Q2	$13.6K	Hold	154	–	–	﹤0.01%	2095
2023 Q1	$13K	Hold	154	–	–	﹤0.01%	2088
2022 Q4	$12.6K	Hold	154	–	–	﹤0.01%	2029
2022 Q3	$11K	Hold	154	–	–	﹤0.01%	2035
2022 Q2	$12K	Hold	154	–	–	﹤0.01%	2034
2022 Q1	$14K	Hold	154	–	–	﹤0.01%	2003
2021 Q4	$15K	Hold	154	–	–	﹤0.01%	1913
2021 Q3	$14K	Hold	154	–	–	﹤0.01%	1906
2021 Q2	$14K	Hold	154	–	–	﹤0.01%	1860
2021 Q1	$14K	Hold	154	–	–	﹤0.01%	1707
2020 Q4	$12K	Hold	154	–	–	﹤0.01%	1632
2020 Q3	$10K	Hold	154	–	–	﹤0.01%	1636
2020 Q2	$9K	Sell	154 -160	-51%	-$9K	﹤0.01%	1603
2020 Q1	$15K	Hold	314	–	–	﹤0.01%	1341
2019 Q4	$22K	Hold	314	–	–	﹤0.01%	1244
2019 Q3	$20K	Hold	314	–	–	﹤0.01%	1213
2019 Q2	$21K	Hold	314	–	–	﹤0.01%	1183
2019 Q1	$20K	Hold	314	–	–	﹤0.01%	1187
2018 Q4	$18K	Hold	314	–	–	﹤0.01%	1178
2018 Q3	$21K	Hold	314	–	–	﹤0.01%	1156
2018 Q2	$21K	Hold	314	–	–	﹤0.01%	1158
2018 Q1	$20K	Buy	+314	New	+$20.2K	﹤0.01%	1043
2016 Q4	–	Sell	-366	Closed	-$19K	–	716
2016 Q3	$19K	Hold	366	–	–	﹤0.01%	839
2016 Q2	$18K	Buy	+366	New	+$18.1K	﹤0.01%	743

Other funds holding IVOO

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 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

MBI

May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

SignatureFD's IVOO Position: Q2 2026 in Review

SignatureFD held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 154 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

SignatureFD first reported a position in IVOO in Q2 2016 and has held it in 36 quarters since. The position peaked at $22K in Q4 2019. 94 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

SignatureFD held 154 shares of Vanguard S&P Mid-Cap 400 ETF worth $20.1K as of Q2 2026.
SignatureFD left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2344 holding.
SignatureFD first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2016 and has held it in 36 quarters since.
SignatureFD's Vanguard S&P Mid-Cap 400 ETF position peaked at $22K in Q4 2019.
94 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.