Cambridge Investment Research Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cambridge Investment Research Advisors’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	$9.99M	Sell	76,621 -21,013	-22%	-$2.61M	0.02%	677
2026 Q1	$11.2M	Buy	97,634 +1,473	+2%	+$173K	0.03%	574
2025 Q4	$10.8M	Buy	96,161 +2,035	+2%	+$226K	0.03%	561
2025 Q3	$10.4M	Sell	94,126 -12,690	-12%	-$1.38M	0.03%	551
2025 Q2	$11.2M	Buy	106,816 +4,386	+4%	+$436K	0.03%	502
2025 Q1	$10.1M	Sell	102,430 -913	-0.9%	-$96.1K	0.03%	505
2024 Q4	$10.9M	Buy	103,343 +2,915	+3%	+$317K	0.04%	456
2024 Q3	$10.6M	Buy	100,428 +11,276	+13%	+$1.15M	0.04%	480
2024 Q2	$8.84M	Buy	89,152 +13,009	+17%	+$1.3M	0.03%	521
2024 Q1	$7.84M	Sell	76,143 -495	-0.6%	-$47.5K	0.03%	545
2023 Q4	$7.2M	Buy	76,638 +5,409	+8%	+$465K	0.03%	543
2023 Q3	$6.02M	Buy	71,229 +17,962	+34%	+$1.59M	0.03%	576
2023 Q2	$4.72M	Buy	53,267 +893	+2%	+$75.2K	0.02%	690
2023 Q1	$4.43M	Buy	52,374 +1,150	+2%	+$99.1K	0.02%	688
2022 Q4	$4.19M	Buy	51,224 +4,728	+10%	+$387K	0.02%	678
2022 Q3	$3.46M	Buy	46,496 +8,618	+23%	+$705K	0.02%	739
2022 Q2	$2.9M	Sell	37,878 -8,292	-18%	-$693K	0.02%	861
2022 Q1	$4.2M	Buy	46,170 +9,308	+25%	+$838K	0.02%	719
2021 Q4	$3.53M	Sell	36,862 -1,020	-3%	-$96.1K	0.02%	826
2021 Q3	$3.37M	Buy	37,882 +4,874	+15%	+$444K	0.02%	806
2021 Q2	$3M	Buy	+33,008	New	+$3.02M	0.01%	893
2021 Q1	–	Sell	-20,898	Closed	-$1.63M	–	2935
2020 Q4	$1.63M	Sell	20,898 -6	-0%	-$428	0.01%	1040
2020 Q3	$1.31M	Buy	20,904 +2,312	+12%	+$146K	0.01%	1030
2020 Q2	$1.12M	Sell	18,592 -42	-0.2%	-$2.36K	0.01%	1060
2020 Q1	$907K	Sell	18,634 -1,934	-9%	-$121K	0.01%	1020
2019 Q4	$1.43M	Sell	20,568 -190	-0.9%	-$12.7K	0.01%	959
2019 Q3	$1.35M	Sell	20,758 -8,364	-29%	-$543K	0.01%	917
2019 Q2	$1.91M	Sell	29,122 -1,382	-5%	-$89.5K	0.02%	733
2019 Q1	$1.95M	Buy	30,504 +3,388	+12%	+$211K	0.02%	728
2018 Q4	$1.52M	Sell	27,116 -2,234	-8%	-$138K	0.02%	737
2018 Q3	$2M	Buy	29,350 +432	+1%	+$29.3K	0.02%	690
2018 Q2	$1.9M	Buy	28,918 +9,460	+49%	+$616K	0.02%	668
2018 Q1	$1.23M	Sell	19,458 -1,768	-8%	-$114K	0.01%	833
2017 Q4	$1.36M	Sell	21,226 -2,150	-9%	-$134K	0.02%	759
2017 Q3	$1.41M	Sell	23,376 -7,314	-24%	-$430K	0.02%	673
2017 Q2	$1.8M	Buy	30,690 +4,872	+19%	+$284K	0.03%	563
2017 Q1	$1.49M	Buy	25,818 +2,146	+9%	+$123K	0.03%	562
2016 Q4	$1.32M	Buy	23,672 +1,558	+7%	+$83.3K	0.02%	563
2016 Q3	$1.16M	Buy	22,114 +4,000	+22%	+$208K	0.02%	618
2016 Q2	$909K	Sell	18,114 -9,196	-34%	-$454K	0.02%	645
2016 Q1	$1.33M	Sell	27,310 -6,808	-20%	-$306K	0.03%	465
2015 Q4	$1.6M	Hold	34,118	–	–	0.04%	410
2015 Q3	$1.57M	Buy	34,118 +2,568	+8%	+$126K	0.05%	363
2015 Q2	$1.6M	Buy	31,550 +2,860	+10%	+$147K	0.04%	362
2015 Q1	$1.47M	Buy	28,690 +5,664	+25%	+$282K	0.04%	377
2014 Q4	$1.12M	Sell	23,026 -924	-4%	-$44K	0.03%	443
2014 Q3	$1.11M	Buy	23,950 +164	+0.7%	+$7.81K	0.03%	480
2014 Q2	$1.15M	Sell	23,786 -2,184	-8%	-$101K	0.04%	418
2014 Q1	$1.2M	Sell	25,970 -2,512	-9%	-$114K	0.05%	377
2013 Q4	$1.28M	Buy	28,482 +13,412	+89%	+$585K	0.05%	325
2013 Q3	$632K	Buy	15,070 +3,032	+25%	+$125K	0.03%	523
2013 Q2	$469K	Buy	+12,038	New	+$469K	0.02%	572

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

Cambridge Investment Research Advisors's IVOO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 22% in Q2 2026, selling an estimated $2.61M and leaving 76,621 shares worth $9.99M. The position accounts for 0.02% of the portfolio, ranked #677.

Cambridge Investment Research Advisors first reported a position in IVOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q2 2025. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Cambridge Investment Research Advisors held 76,621 shares of Vanguard S&P Mid-Cap 400 ETF worth $9.99M as of Q2 2026.
Cambridge Investment Research Advisors sold 21,013 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $2.61M.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #677 holding.
Cambridge Investment Research Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2013 and has held it in 52 quarters since.
Cambridge Investment Research Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $11.2M in Q2 2025.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.