UBS Group
IVOO icon

UBS Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

UBS Group’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 		$96.2M Sell
841,917
-26,808
-3% -$3.15M 0.01% 1081
2025
Q4 		$97.1M Buy
868,725
+1,547
+0.2% +$172K 0.02% 1037
2025
Q3 		$95.7M Sell
867,178
-115,364
-12% -$12.6M 0.02% 1059
2025
Q2 		$103M Buy
982,542
+127,743
+15% +$12.7M 0.02% 938
2025
Q1 		$84.4M Buy
854,799
+109,166
+15% +$11.5M 0.02% 1039
2024
Q4 		$78.7M Buy
745,633
+133,779
+22% +$14.5M 0.01% 1072
2024
Q3 		$64.6M Buy
611,854
+41,631
+7% +$4.25M 0.01% 987
2024
Q2 		$56.5M Buy
570,223
+18,545
+3% +$1.85M 0.01% 957
2024
Q1 		$56.8M Buy
551,678
+115,019
+26% +$11M 0.01% 960
2023
Q4 		$41M Buy
436,659
+13,128
+3% +$1.13M 0.01% 1102
2023
Q3 		$35.8M Buy
423,531
+9,011
+2% +$799K 0.01% 1051
2023
Q2 		$36.7M Buy
414,520
+10,774
+3% +$907K 0.01% 999
2023
Q1 		$34.2M Buy
403,746
+115,350
+40% +$9.94M 0.01% 1004
2022
Q4 		$23.6M Buy
288,396
+36,244
+14% +$2.96M 0.01% 1294
2022
Q3 		$18.7M Buy
252,152
+13,666
+6% +$1.12M 0.01% 1324
2022
Q2 		$18.3M Sell
238,486
-54,228
-19% -$4.53M 0.01% 1375
2022
Q1 		$26.6M Buy
292,714
+9,458
+3% +$852K 0.01% 1227
2021
Q4 		$27.1M Buy
283,256
+4,748
+2% +$447K 0.01% 1368
2021
Q3 		$24.8M Buy
278,508
+8,416
+3% +$766K 0.01% 1336
2021
Q2 		$24.6M Buy
270,092
+2,798
+1% +$256K 0.01% 1333
2021
Q1 		$23.6M Buy
267,294
+70,080
+36% +$5.92M 0.01% 1324
2020
Q4 		$15.3M Buy
197,214
+12
+0% +$857 0.01% 1526
2020
Q3 		$12.4M Sell
197,202
-95,018
-33% -$6.01M ﹤0.01% 1508
2020
Q2 		$17.6M Sell
292,220
-33,114
-10% -$1.86M 0.01% 1156
2020
Q1 		$15.8M Sell
325,334
-40,682
-11% -$2.55M 0.01% 1115
2019
Q4 		$25.4M Sell
366,016
-24,588
-6% -$1.65M 0.01% 1208
2019
Q3 		$25.5M Buy
390,604
+34,360
+10% +$2.23M 0.01% 1077
2019
Q2 		$23.4M Buy
356,244
+4,538
+1% +$294K 0.01% 1112
2019
Q1 		$22.5M Buy
351,706
+95,866
+37% +$5.97M 0.01% 1080
2018
Q4 		$14.3M Buy
255,840
+16,684
+7% +$1.03M 0.01% 1313
2018
Q3 		$16.3M Buy
239,156
+11,374
+5% +$772K 0.01% 1365
2018
Q2 		$15M Buy
227,782
+3,274
+1% +$213K 0.01% 1386
2018
Q1 		$14.2M Sell
224,508
-6,910
-3% -$445K 0.01% 1408
2017
Q4 		$14.8M Buy
231,418
+1,494
+0.6% +$93.2K 0.01% 1405
2017
Q3 		$13.9M Buy
229,924
+18,656
+9% +$1.1M 0.01% 1357
2017
Q2 		$12.4M Buy
211,268
+1,110
+0.5% +$64.7K 0.01% 1363
2017
Q1 		$12.2M Buy
210,158
+26,672
+15% +$1.53M 0.01% 1343
2016
Q4 		$10.2M Buy
183,486
+21,082
+13% +$1.13M 0.01% 1481
2016
Q3 		$8.49M Buy
162,404
+11,270
+7% +$587K 0.01% 1555
2016
Q2 		$7.58M Buy
151,134
+5,250
+4% +$259K ﹤0.01% 1592
2016
Q1 		$7.08M Sell
145,884
-25,206
-15% -$1.13M ﹤0.01% 1572
2015
Q4 		$8.03M Sell
171,090
-74,832
-30% -$3.59M 0.01% 1567
2015
Q3 		$11.3M Buy
245,922
+61,528
+33% +$3.02M 0.01% 1282
2015
Q2 		$9.36M Buy
184,394
+55,942
+44% +$2.88M 0.01% 1534
2015
Q1 		$6.58M Sell
128,452
-60,084
-32% -$2.99M ﹤0.01% 1835
2014
Q4 		$9.19M Buy
+188,536
New +$8.97M 0.01% 1572

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's IVOO Position: Q1 2026 in Review

UBS Group reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.1% in Q1 2026, selling an estimated $3.15M and leaving 841,917 shares worth $96.2M. The position accounts for 0.01% of the portfolio, ranked #1081.

UBS Group first reported a position in IVOO in Q4 2014 and has held it in 46 quarters since. The position peaked at $103M in Q2 2025. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • UBS Group held 841,917 shares of Vanguard S&P Mid-Cap 400 ETF worth $96.2M as of Q1 2026.
  • UBS Group sold 26,808 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $3.15M.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1081 holding.
  • UBS Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $103M in Q2 2025.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.