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Stephens Inc’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Stephens Inc’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 		$218K Buy
+1,672
New +$208K ﹤0.01% 1202
2022
Q4 		– Sell
-174,070
Closed -$12.9M – 1205
2022
Q3 		$12.9M Sell
174,070
-440
-0.3% -$36K 0.28% 85
2022
Q2 		$13.4M Buy
174,510
+15,026
+9% +$1.26M 0.27% 86
2022
Q1 		$14.5M Buy
159,484
+6,772
+4% +$610K 0.24% 91
2021
Q4 		$14.6M Sell
152,712
-592
-0.4% -$55.8K 0.22% 103
2021
Q3 		$13.7M Buy
153,304
+11,760
+8% +$1.07M 0.21% 112
2021
Q2 		$12.9M Sell
141,544
-586
-0.4% -$53.6K 0.19% 119
2021
Q1 		$12.5M Buy
142,130
+120
+0.1% +$10.1K 0.21% 109
2020
Q4 		$11M Sell
142,010
-19,988
-12% -$1.43M 0.2% 113
2020
Q3 		$10.2M Sell
161,998
-1,852
-1% -$117K 0.2% 111
2020
Q2 		$9.85M Sell
163,850
-27,276
-14% -$1.53M 0.21% 111
2020
Q1 		$9.3M Buy
191,126
+31,452
+20% +$1.97M 0.25% 87
2019
Q4 		$11.1M Buy
159,674
+5,890
+4% +$394K 0.23% 103
2019
Q3 		$10M Buy
153,784
+5,350
+4% +$347K 0.22% 105
2019
Q2 		$9.74M Sell
148,434
-1,882
-1% -$122K 0.22% 105
2019
Q1 		$9.61M Buy
150,316
+1,894
+1% +$118K 0.23% 103
2018
Q4 		$8.3M Sell
148,422
-1,564
-1% -$96.3K 0.24% 96
2018
Q3 		$10.2M Buy
+149,986
New +$10.2M 0.25% 92

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc's IVOO Position: Q2 2026 in Review

Stephens Inc opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 1,672 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Stephens Inc previously reported a position in IVOO as recently as Q3 2022.

Stephens Inc first reported a position in IVOO in Q3 2018 and has held it in 18 quarters since. The position peaked at $14.6M in Q4 2021. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Stephens Inc held 1,672 shares of Vanguard S&P Mid-Cap 400 ETF worth $218K as of Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF was a new Stephens Inc position in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1202 holding.
  • Stephens Inc first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2018 and has held it in 18 quarters since.
  • Stephens Inc's Vanguard S&P Mid-Cap 400 ETF position peaked at $14.6M in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.