Stifel Financial
IVOO icon

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

Stifel 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 		$12.1M Buy
93,167
+2,355
+3% +$293K 0.01% 910
2026
Q1 		$10.4M Buy
90,812
+11,357
+14% +$1.33M 0.01% 937
2025
Q4 		$8.88M Buy
79,455
+24,647
+45% +$2.73M 0.01% 1015
2025
Q3 		$6.05M Sell
54,808
-16,272
-23% -$1.77M 0.01% 1192
2025
Q2 		$7.46M Buy
71,080
+3,568
+5% +$355K 0.01% 1033
2025
Q1 		$6.66M Buy
67,512
+392
+0.6% +$41.2K 0.01% 1033
2024
Q4 		$7.08M Buy
67,120
+3,627
+6% +$394K 0.01% 1020
2024
Q3 		$6.71M Sell
63,493
-295
-0.5% -$30.1K 0.01% 1040
2024
Q2 		$6.32M Buy
63,788
+3,391
+6% +$338K 0.01% 1014
2024
Q1 		$6.22M Buy
60,397
+9,754
+19% +$936K 0.01% 1025
2023
Q4 		$4.76M Sell
50,643
-18,384
-27% -$1.58M 0.01% 1124
2023
Q3 		$5.84M Buy
69,027
+2,431
+4% +$216K 0.01% 957
2023
Q2 		$5.9M Buy
66,596
+10,673
+19% +$899K 0.01% 949
2023
Q1 		$4.74M Buy
55,923
+8,083
+17% +$697K 0.01% 1048
2022
Q4 		$3.91M Buy
47,840
+6,072
+15% +$497K 0.01% 1113
2022
Q3 		$3.1M Buy
41,768
+25,892
+163% +$2.12M 0.01% 1193
2022
Q2 		$1.22M Sell
15,876
-25,142
-61% -$2.1M ﹤0.01% 1845
2022
Q1 		$3.73M Buy
41,018
+1,820
+5% +$164K 0.01% 1214
2021
Q4 		$3.75M Buy
39,198
+4,310
+12% +$406K 0.01% 1226
2021
Q3 		$3.11M Buy
34,888
+832
+2% +$75.8K ﹤0.01% 1291
2021
Q2 		$3.1M Buy
34,056
+25,722
+309% +$2.35M ﹤0.01% 1303
2021
Q1 		$735K Sell
8,334
-110
-1% -$9.29K ﹤0.01% 2208
2020
Q4 		$657K Sell
8,444
-114
-1% -$8.14K ﹤0.01% 2143
2020
Q3 		$537K Buy
8,558
+696
+9% +$44K ﹤0.01% 2042
2020
Q2 		$472K Buy
7,862
+1,794
+30% +$101K ﹤0.01% 2080
2020
Q1 		$295K Buy
+6,068
New +$381K ﹤0.01% 2196

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

Stifel Financial's IVOO Position: Q2 2026 in Review

Stifel Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.6% in Q2 2026, buying an estimated $293K and bringing the position to 93,167 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #910.

Stifel Financial first reported a position in IVOO in Q1 2020 and has held it in 26 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Stifel Financial held 93,167 shares of Vanguard S&P Mid-Cap 400 ETF worth $12.1M as of Q2 2026.
  • Stifel Financial bought 2,355 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $293K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #910 holding.
  • Stifel Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2020 and has held it in 26 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.