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

Cetera Investment Advisers’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	$29.4M	Buy	225,150 +108,690	+93%	+$13.5M	0.03%	589
2026 Q1	$13.3M	Sell	116,460 -3,223	-3%	-$379K	0.01%	903
2025 Q4	$13.4M	Sell	119,683 -2,749	-2%	-$305K	0.01%	865
2025 Q3	$13.5M	Buy	122,432 +9,539	+8%	+$1.04M	0.02%	831
2025 Q2	$11.9M	Sell	112,893 -62	-0.1%	-$6.16K	0.02%	735
2025 Q1	$11.1M	Sell	112,955 -30,750	-21%	-$3.24M	0.02%	713
2024 Q4	$15.2M	Sell	143,705 -4,115	-3%	-$447K	0.03%	519
2024 Q3	$15.6M	Sell	147,820 -4,324	-3%	-$442K	0.03%	509
2024 Q2	$15.1M	Sell	152,144 -518	-0.3%	-$51.6K	0.03%	490
2024 Q1	$15.7M	Buy	152,662 +148,410	+3,490%	+$14.2M	0.04%	474
2023 Q4	$400K	Sell	4,252 -4	-0.1%	-$344	﹤0.01%	1616
2023 Q3	$360K	Buy	+4,256	New	+$378K	﹤0.01%	1606
2017 Q4	–	Sell	-5,042	Closed	-$305K	–	415
2017 Q3	$305K	Buy	+5,042	New	+$297K	0.07%	306

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

Cetera Investment Advisers's IVOO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 93% in Q2 2026, buying an estimated $13.5M and bringing the position to 225,150 shares worth $29.4M. The position accounts for 0.03% of the portfolio, ranked #589.

Cetera Investment Advisers first reported a position in IVOO in Q3 2017 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Cetera Investment Advisers held 225,150 shares of Vanguard S&P Mid-Cap 400 ETF worth $29.4M as of Q2 2026.
Cetera Investment Advisers bought 108,690 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $13.5M.
Vanguard S&P Mid-Cap 400 ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #589 holding.
Cetera Investment Advisers first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2017 and has held it in 13 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.