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

Checchi Capital 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	$8.47M	Buy	64,929 +4,852	+8%	+$603K	0.38%	55
2026 Q1	$6.87M	Buy	60,077 +4,097	+7%	+$481K	0.35%	61
2025 Q4	$6.26M	Buy	55,980 +6,345	+13%	+$703K	0.32%	59
2025 Q3	$5.48M	Buy	49,635 +5,624	+13%	+$612K	0.28%	69
2025 Q2	$4.62M	Buy	44,011 +5,821	+15%	+$579K	0.26%	74
2025 Q1	$3.77M	Buy	38,190 +4,085	+12%	+$430K	0.2%	85
2024 Q4	$3.6M	Buy	34,105 +768	+2%	+$83.4K	0.21%	85
2024 Q3	$3.52M	Hold	33,337	–	–	0.2%	80
2024 Q2	$3.3M	Hold	33,337	–	–	0.17%	83
2024 Q1	$3.43M	Hold	33,337	–	–	0.27%	81
2023 Q4	$3.13M	Buy	33,337 +17,929	+116%	+$1.54M	0.25%	83
2023 Q3	$1.3M	Buy	+15,408	New	+$1.37M	0.12%	141

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

Checchi Capital Advisers's IVOO Position: Q2 2026 in Review

Checchi Capital Advisers increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 8.1% in Q2 2026, buying an estimated $603K and bringing the position to 64,929 shares worth $8.47M. The position accounts for 0.38% of the portfolio, ranked #55.

Checchi Capital Advisers first reported a position in IVOO in Q3 2023 and has held it in 12 quarters since. 345 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Checchi Capital Advisers held 64,929 shares of Vanguard S&P Mid-Cap 400 ETF worth $8.47M as of Q2 2026.
Checchi Capital Advisers bought 4,852 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $603K.
Vanguard S&P Mid-Cap 400 ETF made up 0.38% of Checchi Capital Advisers's portfolio in Q2 2026, its #55 holding.
Checchi Capital Advisers first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and has held it in 12 quarters since.
345 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.