Simon Quick Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Simon Quick Advisors’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	$792K	Hold	6,073	–	–	0.03%	221
2026 Q1	$694K	Sell	6,073 -65	-1%	-$7.64K	0.03%	218
2025 Q4	$686K	Sell	6,138 -2,202	-26%	-$244K	0.03%	225
2025 Q3	$921K	Sell	8,340 -650	-7%	-$70.7K	0.04%	197
2025 Q2	$944K	Sell	8,990 -626	-7%	-$62.2K	0.05%	189
2025 Q1	$949K	Sell	9,616 -883	-8%	-$92.9K	0.05%	177
2024 Q4	$1.11M	Sell	10,499 -3,932	-27%	-$427K	0.07%	141
2024 Q3	$1.52M	Sell	14,431 -3,397	-19%	-$347K	0.1%	97
2024 Q2	$1.77M	Sell	17,828 -2,383	-12%	-$237K	0.12%	86
2024 Q1	$2.08M	Sell	20,211 -7,521	-27%	-$721K	0.16%	75
2023 Q4	$2.61M	Sell	27,732 -811	-3%	-$69.7K	0.23%	64
2023 Q3	$2.41M	Sell	28,543 -1,033	-3%	-$91.6K	0.23%	65
2023 Q2	$2.62M	Sell	29,576 -6,724	-19%	-$566K	0.24%	60
2023 Q1	$3.07M	Sell	36,300 -966	-3%	-$83.2K	0.33%	51
2022 Q4	$3.05M	Sell	37,266 -908	-2%	-$74.3K	0.36%	48
2022 Q3	$2.84M	Hold	38,174	–	–	0.4%	42
2022 Q2	$3.23M	Buy	+38,174	New	+$3.19M	0.42%	43

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

Simon Quick Advisors's IVOO Position: Q2 2026 in Review

Simon Quick Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 6,073 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #221.

Simon Quick Advisors first reported a position in IVOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.23M in Q2 2022. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Simon Quick Advisors held 6,073 shares of Vanguard S&P Mid-Cap 400 ETF worth $792K as of Q2 2026.
Simon Quick Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #221 holding.
Simon Quick Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2022 and has held it in 17 quarters since.
Simon Quick Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $3.23M in Q2 2022.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.