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

Sittner & Nelson’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 Q1	$1.26M	Hold	11,050	–	–	0.46%	50
2025 Q4	$1.34M	Hold	11,050	–	–	0.48%	44
2025 Q3	$1.22M	Hold	11,050	–	–	0.44%	44
2025 Q2	$1.16M	Hold	11,050	–	–	0.47%	41
2025 Q1	$1.09M	Hold	11,050	–	–	0.47%	39
2024 Q4	$1.17M	Hold	11,050	–	–	0.51%	37
2024 Q3	$1.17M	Hold	11,050	–	–	0.52%	37
2024 Q2	$1.1M	Hold	11,050	–	–	0.54%	32
2024 Q1	$1.14M	Sell	11,050 -236	-2%	-$22.6K	0.57%	33
2023 Q4	$1.06M	Buy	11,286 +1,406	+14%	+$121K	0.57%	35
2023 Q3	$835K	Hold	9,880	–	–	0.48%	40
2023 Q2	$875K	Hold	9,880	–	–	0.48%	40
2023 Q1	$837K	Hold	9,880	–	–	0.48%	43
2022 Q4	$808K	Hold	9,880	–	–	0.49%	40
2022 Q3	$734K	Hold	9,880	–	–	0.49%	40
2022 Q2	$756K	Hold	9,880	–	–	0.49%	43
2022 Q1	$898K	Hold	9,880	–	–	0.52%	39
2021 Q4	$946K	Hold	9,880	–	–	0.55%	38
2021 Q3	$880K	Hold	9,880	–	–	0.57%	39
2021 Q2	$899K	Sell	9,880 -100	-1%	-$9.14K	0.63%	36
2021 Q1	$880K	Sell	9,980 -200	-2%	-$16.9K	0.66%	37
2020 Q4	$792K	Buy	+10,180	New	+$727K	0.71%	37

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sittner & Nelson's IVOO Position: Q1 2026 in Review

Sittner & Nelson held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 11,050 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #50.

Sittner & Nelson first reported a position in IVOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Sittner & Nelson held 11,050 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.26M as of Q1 2026.
Sittner & Nelson left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.46% of Sittner & Nelson's portfolio in Q1 2026, its #50 holding.
Sittner & Nelson first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.34M in Q4 2025.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.