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 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

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

Smith Thornton Advisors's IVOO Position: Q2 2026 in Review

Smith Thornton Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 2,000 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #119.

Smith Thornton Advisors first reported a position in IVOO in Q3 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Smith Thornton Advisors held 2,000 shares of Vanguard S&P Mid-Cap 400 ETF worth $255K as of Q2 2026.
Smith Thornton 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 0.11% of Smith Thornton Advisors's portfolio in Q2 2026, its #119 holding.
Smith Thornton Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.