Vestmark Advisory Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Vestmark Advisory Solutions’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	$9.59M	Buy	+73,550	New	+$9.14M	0.09%	240

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

Vestmark Advisory Solutions's IVOO Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 73,550 shares worth $9.59M. The stake represents 0.09% of the portfolio and ranks #240 among its holdings.

343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Vestmark Advisory Solutions held 73,550 shares of Vanguard S&P Mid-Cap 400 ETF worth $9.59M as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Vestmark Advisory Solutions position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.09% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #240 holding.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.