William Blair & Company
IVOO icon

William Blair & Company’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

William Blair & Company’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 		$2.25M Buy
19,674
+17,143
+677% +$2.01M 0.01% 698
2025
Q4 		$283K Buy
2,531
+2,075
+455% +$230K ﹤0.01% 1330
2025
Q3 		$50.3K Buy
456
+205
+82% +$22.3K ﹤0.01% 1640
2025
Q2 		$26.4K Sell
251
-200
-44% -$19.9K ﹤0.01% 1658
2025
Q1 		$44.5K Buy
451
+251
+126% +$26.4K ﹤0.01% 1605
2024
Q4 		$21.1K Hold
200
– – ﹤0.01% 1686
2024
Q3 		$21.1K Sell
200
-100
-33% -$10.2K ﹤0.01% 1704
2024
Q2 		$29.7K Hold
300
– – ﹤0.01% 1656
2024
Q1 		$30.9K Sell
300
-100
-25% -$9.59K ﹤0.01% 1649
2023
Q4 		$37.6K Hold
400
– – ﹤0.01% 1615
2023
Q3 		$33.8K Hold
400
– – ﹤0.01% 1630
2023
Q2 		$35.4K Hold
400
– – ﹤0.01% 1636
2023
Q1 		$33.9K Hold
400
– – ﹤0.01% 1634
2022
Q4 		$32.7K Sell
400
-260
-39% -$21.3K ﹤0.01% 1629
2022
Q3 		$49K Buy
+660
New +$54K ﹤0.01% 1597
2021
Q2 		– Sell
-1,104
Closed -$97K – 1909
2021
Q1 		$97K Buy
1,104
+2
+0.2% +$169 ﹤0.01% 1593
2020
Q4 		$86K Hold
1,102
– – ﹤0.01% 1564
2020
Q3 		$69K Hold
1,102
– – ﹤0.01% 1471
2020
Q2 		$66K Hold
1,102
– – ﹤0.01% 1417
2020
Q1 		$54K Sell
1,102
-432
-28% -$27.1K ﹤0.01% 1377
2019
Q4 		$107K Buy
1,534
+432
+39% +$28.9K ﹤0.01% 1398
2019
Q3 		$72K Hold
1,102
– – ﹤0.01% 1419
2019
Q2 		$72K Hold
1,102
– – ﹤0.01% 1456
2019
Q1 		$70K Hold
1,102
– – ﹤0.01% 1438
2018
Q4 		$62K Hold
1,102
– – ﹤0.01% 1361
2018
Q3 		$75K Hold
1,102
– – ﹤0.01% 1414
2018
Q2 		$72K Hold
1,102
– – ﹤0.01% 1379
2018
Q1 		$70K Buy
+1,102
New +$71K ﹤0.01% 1305

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

William Blair & Company's IVOO Position: Q1 2026 in Review

William Blair & Company increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 677% in Q1 2026, buying an estimated $2.01M and bringing the position to 19,674 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #698.

William Blair & Company first reported a position in IVOO in Q1 2018 and has held it in 28 quarters since. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • William Blair & Company held 19,674 shares of Vanguard S&P Mid-Cap 400 ETF worth $2.25M as of Q1 2026.
  • William Blair & Company bought 17,143 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $2.01M.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #698 holding.
  • William Blair & Company first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and has held it in 28 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.