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

Violich 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 Q3	$6.73M	Hold	55,295	–	–	0.73%	28
2026 Q2	$7.21M	Buy	55,295 +10,500	+23%	+$1.3M	0.78%	26
2026 Q1	$5.12M	Buy	44,795 +18,295	+69%	+$2.15M	0.6%	33
2025 Q4	$2.96M	Buy	+26,500	New	+$2.94M	0.33%	44

Other funds holding IVOO

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Violich Capital Management's IVOO Position: Q3 2026 in Review

Violich Capital Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2026 at 55,295 shares worth $6.73M. The position accounts for 0.73% of the portfolio, ranked #28.

Violich Capital Management first reported a position in IVOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.21M in Q2 2026. 126 funds tracked by Wall St. Rank hold IVOO as of Q3 2026.

Violich Capital Management held 55,295 shares of Vanguard S&P Mid-Cap 400 ETF worth $6.73M as of Q3 2026.
Violich Capital Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.73% of Violich Capital Management's portfolio in Q3 2026, its #28 holding.
Violich Capital Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 4 quarters since.
Violich Capital Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $7.21M in Q2 2026.
126 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2026.

Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.