Stage Harbor Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Stage Harbor Financial’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	$325K	Sell	2,490 -301	-11%	-$37.4K	0.19%	52
2026 Q1	$319K	Hold	2,791	–	–	0.21%	49
2025 Q4	$312K	Hold	2,791	–	–	0.21%	48
2025 Q3	$308K	Hold	2,791	–	–	0.23%	47
2025 Q2	$293K	Sell	2,791 -2,783	-50%	-$277K	0.24%	45
2025 Q1	$550K	Sell	5,574 -572	-9%	-$60.2K	0.47%	32
2024 Q4	$648K	Hold	6,146	–	–	0.56%	23
2024 Q3	$656K	Buy	+6,146	New	+$628K	0.6%	22

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

Stage Harbor Financial's IVOO Position: Q2 2026 in Review

Stage Harbor Financial reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 11% in Q2 2026, selling an estimated $37.4K and leaving 2,490 shares worth $325K. The position accounts for 0.19% of the portfolio, ranked #52.

Stage Harbor Financial first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $656K in Q3 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Stage Harbor Financial held 2,490 shares of Vanguard S&P Mid-Cap 400 ETF worth $325K as of Q2 2026.
Stage Harbor Financial sold 301 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $37.4K.
Vanguard S&P Mid-Cap 400 ETF made up 0.19% of Stage Harbor Financial's portfolio in Q2 2026, its #52 holding.
Stage Harbor Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
Stage Harbor Financial's Vanguard S&P Mid-Cap 400 ETF position peaked at $656K in Q3 2024.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.