TRCT
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Tower Research Capital (TRC)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Tower Research Capital (TRC)’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
Q1 		– Sell
-1,526
Closed -$171K – 5337
2025
Q4 		$171K Sell
1,526
-1,380
-47% -$153K ﹤0.01% 1555
2025
Q3 		$321K Buy
2,906
+1,241
+75% +$135K 0.01% 1144
2025
Q2 		$175K Sell
1,665
-446
-21% -$44.3K ﹤0.01% 1910
2025
Q1 		$208K Buy
+2,111
New +$222K 0.01% 1347
2024
Q4 		– Sell
-550
Closed -$58.1K – 5844
2024
Q3 		$58.1K Buy
+550
New +$56.2K ﹤0.01% 2640
2024
Q2 		– Sell
-2,320
Closed -$239K – 5848
2024
Q1 		$239K Buy
2,320
+2,029
+697% +$195K 0.01% 1309
2023
Q4 		$27.3K Sell
291
-3,450
-92% -$297K ﹤0.01% 3470
2023
Q3 		$316K Buy
3,741
+3,671
+5,244% +$326K 0.01% 1150
2023
Q2 		$6.2K Buy
70
+55
+367% +$4.63K ﹤0.01% 4725
2023
Q1 		$1K Sell
15
-4,533
-100% -$391K ﹤0.01% 5560
2022
Q4 		$372K Sell
4,548
-6,114
-57% -$500K 0.02% 880
2022
Q3 		$792K Buy
10,662
+7,248
+212% +$593K 0.01% 815
2022
Q2 		$261K Buy
3,414
+3,396
+18,867% +$284K 0.01% 1587
2022
Q1 		$2K Sell
18
-3,602
-100% -$324K ﹤0.01% 5560
2021
Q4 		$347K Sell
3,620
-3,892
-52% -$367K 0.01% 1373
2021
Q3 		$669K Buy
+7,512
New +$684K 0.02% 781
2021
Q1 		– Sell
-3,606
Closed -$280K – 5549
2020
Q4 		$280K Sell
3,606
-34,826
-91% -$2.49M 0.01% 1440
2020
Q3 		$2.41M Buy
38,432
+11,552
+43% +$731K 0.03% 287
2020
Q2 		$1.62M Buy
26,880
+2,488
+10% +$140K 0.07% 299
2020
Q1 		$1.19M Buy
24,392
+23,950
+5,419% +$1.5M 0.07% 195
2019
Q4 		$31K Sell
442
-4,956
-92% -$332K ﹤0.01% 1648
2019
Q3 		$352K Buy
5,398
+2,448
+83% +$159K 0.02% 733
2019
Q2 		$194K Sell
2,950
-9,004
-75% -$583K 0.01% 866
2019
Q1 		$764K Buy
11,954
+8,744
+272% +$544K 0.05% 381
2018
Q4 		$180K Buy
3,210
+3,012
+1,521% +$185K 0.01% 719
2018
Q3 		$13K Sell
198
-1,670
-89% -$113K ﹤0.01% 2600
2018
Q2 		$123K Sell
1,868
-11,378
-86% -$741K 0.01% 1310
2018
Q1 		$839K Buy
+13,246
New +$854K 0.07% 252

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tower Research Capital (TRC)'s IVOO Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 1,526 shares — an estimated $171K sold.

Tower Research Capital (TRC) first reported a position in IVOO in Q1 2018 and held it in 28 quarters. The position peaked at $2.41M in Q3 2020. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 1,526 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $171K.
  • Tower Research Capital (TRC) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and held it in 28 quarters.
  • Tower Research Capital (TRC)'s Vanguard S&P Mid-Cap 400 ETF position peaked at $2.41M in Q3 2020.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.