Truist Financial
IVOO icon

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

Truist 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 		$3.63M Buy
27,852
+5,055
+22% +$628K ﹤0.01% 1078
2026
Q1 		$2.61M Buy
22,797
+303
+1% +$35.6K ﹤0.01% 1169
2025
Q4 		$2.51M Buy
22,494
+824
+4% +$91.4K ﹤0.01% 1164
2025
Q3 		$2.39M Buy
21,670
+1,290
+6% +$140K ﹤0.01% 1247
2025
Q2 		$2.14M Sell
20,380
-6,744
-25% -$670K ﹤0.01% 1241
2025
Q1 		$2.68M Buy
27,124
+638
+2% +$67.1K ﹤0.01% 1083
2024
Q4 		$2.79M Buy
26,486
+483
+2% +$52.5K ﹤0.01% 1087
2024
Q3 		$2.75M Buy
26,003
+725
+3% +$74K ﹤0.01% 1095
2024
Q2 		$2.51M Buy
25,278
+363
+1% +$36.2K ﹤0.01% 1172
2024
Q1 		$2.57M Buy
24,915
+3,670
+17% +$352K ﹤0.01% 1168
2023
Q4 		$2M Buy
21,245
+307
+1% +$26.4K ﹤0.01% 1258
2023
Q3 		$1.77M Buy
20,938
+18,158
+653% +$1.61M ﹤0.01% 1296
2023
Q2 		$246K Sell
2,780
-10
-0.4% -$842 ﹤0.01% 2351
2023
Q1 		$236K Buy
2,790
+10
+0.4% +$862 ﹤0.01% 2343
2022
Q4 		$227K Hold
2,780
– – ﹤0.01% 2367
2022
Q3 		$207K Hold
2,780
– – ﹤0.01% 2290
2022
Q2 		$213K Sell
2,780
-188
-6% -$15.7K ﹤0.01% 2421
2022
Q1 		$270K Sell
2,968
-3,634
-55% -$327K ﹤0.01% 2381
2021
Q4 		$632K Sell
6,602
-220
-3% -$20.7K ﹤0.01% 1891
2021
Q3 		$608K Sell
6,822
-492
-7% -$44.8K ﹤0.01% 1887
2021
Q2 		$666K Buy
7,314
+932
+15% +$85.2K ﹤0.01% 1876
2021
Q1 		$563K Buy
6,382
+2,686
+73% +$227K ﹤0.01% 1904
2020
Q4 		$288K Buy
+3,696
New +$264K ﹤0.01% 2182
2020
Q3 		– Sell
-8,708
Closed -$523K – 2494
2020
Q2 		$523K Buy
+8,708
New +$490K ﹤0.01% 1598

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

Truist Financial's IVOO Position: Q2 2026 in Review

Truist Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 22% in Q2 2026, buying an estimated $628K and bringing the position to 27,852 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Truist Financial first reported a position in IVOO in Q2 2020 and has held it in 24 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Truist Financial held 27,852 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.63M as of Q2 2026.
  • Truist Financial bought 5,055 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $628K.
  • Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1078 holding.
  • Truist Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2020 and has held it in 24 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.