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

Smith Thornton 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 Q3	$244K	Hold	2,000	–	–	0.11%	122
2026 Q2	$255K	Hold	2,000	–	–	0.11%	119
2026 Q1	$229K	Hold	2,000	–	–	0.12%	119
2025 Q4	$224K	Hold	2,000	–	–	0.11%	122
2025 Q3	$221K	Hold	2,000	–	–	0.12%	124
2025 Q2	$210K	Buy	+2,000	New	+$199K	0.12%	126
2025 Q1	–	Sell	-2,000	Closed	-$211K	–	136
2024 Q4	$211K	Hold	2,000	–	–	0.13%	134
2024 Q3	$211K	Buy	+2,000	New	+$204K	0.14%	130

Other funds holding IVOO

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

Smith Thornton Advisors's IVOO Position: Q3 2026 in Review

Smith Thornton Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 2,000 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #122.

Smith Thornton Advisors first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $255K in Q2 2026. 118 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Smith Thornton Advisors held 2,000 shares of Vanguard S&P Mid-Cap 400 ETF worth $244K as of Q3 2026.
Smith Thornton Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.11% of Smith Thornton Advisors's portfolio in Q3 2026, its #122 holding.
Smith Thornton Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
Smith Thornton Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $255K in Q2 2026.
118 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.