Cerity Partners
IVOO icon

Cerity Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cerity Partners’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 		$7.04M Buy
53,979
+1,507
+3% +$187K 0.01% 941
2026
Q1 		$6.01M Buy
52,472
+3,275
+7% +$385K 0.01% 924
2025
Q4 		$5.5M Sell
49,197
-1,980
-4% -$220K 0.01% 879
2025
Q3 		$5.65M Sell
51,177
-265
-0.5% -$28.8K 0.01% 801
2025
Q2 		$5.4M Sell
51,442
-8,830
-15% -$878K 0.01% 767
2025
Q1 		$5.95M Buy
60,272
+1,236
+2% +$130K 0.01% 671
2024
Q4 		$6.23M Buy
59,036
+3,679
+7% +$400K 0.01% 634
2024
Q3 		$5.86M Buy
55,357
+694
+1% +$70.9K 0.01% 645
2024
Q2 		$5.43M Sell
54,663
-408
-0.7% -$40.6K 0.01% 578
2024
Q1 		$5.67M Buy
55,071
+5,490
+11% +$527K 0.02% 618
2023
Q4 		$4.66M Buy
49,581
+19,773
+66% +$1.7M 0.02% 555
2023
Q3 		$2.53M Sell
29,808
-25,518
-46% -$2.26M 0.01% 528
2023
Q2 		$4.91M Buy
55,326
+6,260
+13% +$527K 0.02% 501
2023
Q1 		$4.15M Buy
49,066
+15,794
+47% +$1.36M 0.01% 530
2022
Q4 		$2.72M Buy
33,272
+24,266
+269% +$1.98M 0.02% 475
2022
Q3 		$669K Sell
9,006
-19,642
-69% -$1.61M 0.01% 612
2022
Q2 		$2.19M Buy
28,648
+32
+0.1% +$2.67K 0.02% 381
2022
Q1 		$2.6M Buy
28,616
+8,862
+45% +$798K 0.04% 281
2021
Q4 		$1.89M Buy
+19,754
New +$1.86M 0.03% 331

Other funds holding IVOO

Goldman Sachs
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's IVOO Position: Q2 2026 in Review

Cerity Partners increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.9% in Q2 2026, buying an estimated $187K and bringing the position to 53,979 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #941.

Cerity Partners first reported a position in IVOO in Q4 2021 and has held it in 19 quarters since. 334 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Cerity Partners held 53,979 shares of Vanguard S&P Mid-Cap 400 ETF worth $7.04M as of Q2 2026.
  • Cerity Partners bought 1,507 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $187K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #941 holding.
  • Cerity Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 19 quarters since.
  • 334 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.