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ADKINS SEALE CAPITAL MANAGEMENT LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$124K Hold
953
– – 0.11% 110
2026
Q1 		$109K Hold
953
– – 0.11% 105
2025
Q4 		$107K Buy
+953
New +$106K 0.11% 106

Other funds holding IVOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
RP
Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's IVOO Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 953 shares worth $124K. The position accounts for 0.11% of the portfolio, ranked #110.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in IVOO in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 953 shares of Vanguard S&P Mid-Cap 400 ETF worth $124K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.11% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #110 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.