Stordahl Capital Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Stordahl Capital Management’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	$720K	Sell	5,519 -21	-0.4%	-$2.61K	0.13%	36
2026 Q1	$633K	Buy	5,540 +130	+2%	+$15.3K	0.13%	36
2025 Q4	$605K	Buy	5,410 +115	+2%	+$12.8K	0.12%	35
2025 Q3	$585K	Buy	5,295 +119	+2%	+$12.9K	0.12%	36
2025 Q2	$543K	Buy	5,176 +389	+8%	+$38.7K	0.12%	36
2025 Q1	$472K	Buy	4,787 +272	+6%	+$28.6K	0.11%	37
2024 Q4	$476K	Buy	4,515 +33	+0.7%	+$3.58K	0.11%	35
2024 Q3	$469K	Sell	4,482 -29	-0.6%	-$2.96K	0.11%	35
2024 Q2	$447K	Buy	4,511 +190	+4%	+$18.9K	0.11%	36
2024 Q1	$445K	Buy	4,321 +419	+11%	+$40.2K	0.11%	37
2023 Q4	$367K	Buy	3,902 +178	+5%	+$15.3K	0.1%	40
2023 Q3	$315K	Buy	3,724 +112	+3%	+$9.94K	0.1%	39
2023 Q2	$320K	Buy	3,612 +342	+10%	+$28.8K	0.09%	39
2023 Q1	$277K	Buy	3,270 +142	+5%	+$12.2K	0.08%	42
2022 Q4	$256K	Buy	3,128 +70	+2%	+$5.73K	0.08%	42
2022 Q3	$227K	Sell	3,058 -4	-0.1%	-$327	0.08%	43
2022 Q2	$235K	Sell	3,062 -60	-2%	-$5.02K	0.09%	46
2022 Q1	$284K	Buy	3,122 +234	+8%	+$21.1K	0.11%	43
2021 Q4	$277K	Sell	2,888 -70	-2%	-$6.6K	0.1%	42
2021 Q3	$263K	Buy	2,958 +134	+5%	+$12.2K	0.1%	41
2021 Q2	$257K	Sell	2,824 -8	-0.3%	-$731	0.1%	43
2021 Q1	$250K	Buy	2,832 +78	+3%	+$6.59K	0.11%	42
2020 Q4	$214K	Buy	+2,754	New	+$197K	0.1%	44

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

Stordahl Capital Management's IVOO Position: Q2 2026 in Review

Stordahl Capital Management reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.38% in Q2 2026, selling an estimated $2.61K and leaving 5,519 shares worth $720K. The position accounts for 0.13% of the portfolio, ranked #36.

Stordahl Capital Management first reported a position in IVOO in Q4 2020 and has held it in 23 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Stordahl Capital Management held 5,519 shares of Vanguard S&P Mid-Cap 400 ETF worth $720K as of Q2 2026.
Stordahl Capital Management sold 21 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.61K.
Vanguard S&P Mid-Cap 400 ETF made up 0.13% of Stordahl Capital Management's portfolio in Q2 2026, its #36 holding.
Stordahl Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2020 and has held it in 23 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.