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

Warwick Investment 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 Q2	$13.8M	Buy	105,480 +17,621	+20%	+$2.19M	1.54%	13
2026 Q1	$10M	Buy	87,859 +19,538	+29%	+$2.3M	1.46%	13
2025 Q4	$7.64M	Buy	68,321 +21,059	+45%	+$2.33M	1.18%	15
2025 Q3	$5.22M	Buy	47,262 +20,095	+74%	+$2.19M	0.91%	21
2025 Q2	$2.85M	Buy	27,167 +3,484	+15%	+$346K	0.55%	29
2025 Q1	$2.34M	Buy	23,683 +6,953	+42%	+$732K	0.49%	30
2024 Q4	$1.77M	Buy	16,730 +2,591	+18%	+$282K	0.36%	32
2024 Q3	$1.49M	Buy	14,139 +1,337	+10%	+$137K	0.35%	27
2024 Q2	$1.27M	Sell	12,802 -80	-0.6%	-$7.97K	0.3%	36
2024 Q1	$1.33M	Buy	+12,882	New	+$1.24M	0.32%	34

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

Warwick Investment Management's IVOO Position: Q2 2026 in Review

Warwick Investment Management increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 20% in Q2 2026, buying an estimated $2.19M and bringing the position to 105,480 shares worth $13.8M. The position accounts for 1.54% of the portfolio, ranked #13.

Warwick Investment Management first reported a position in IVOO in Q1 2024 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Warwick Investment Management held 105,480 shares of Vanguard S&P Mid-Cap 400 ETF worth $13.8M as of Q2 2026.
Warwick Investment Management bought 17,621 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.19M.
Vanguard S&P Mid-Cap 400 ETF made up 1.54% of Warwick Investment Management's portfolio in Q2 2026, its #13 holding.
Warwick Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 10 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.