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

Cherry Creek Investment 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
2025 Q2	–	Sell	-2,164	Closed	-$214K	–	118
2025 Q1	$214K	Sell	2,164 -76	-3%	-$8K	0.11%	98
2024 Q4	$236K	Sell	2,240 -41	-2%	-$4.46K	0.12%	96
2024 Q3	$241K	Buy	2,281 +6	+0.3%	+$613	0.12%	92
2024 Q2	$225K	Sell	2,275 -56	-2%	-$5.58K	0.12%	95
2024 Q1	$240K	Sell	2,331 -171	-7%	-$16.4K	0.13%	92
2023 Q4	$235K	Buy	+2,502	New	+$215K	0.14%	88
2022 Q1	–	Sell	-2,812	Closed	-$269K	–	109
2021 Q4	$269K	Sell	2,812 -2	-0.1%	-$188	0.17%	84
2021 Q3	$251K	Sell	2,814 -6	-0.2%	-$546	0.17%	89
2021 Q2	$257K	Buy	+2,820	New	+$258K	0.17%	93

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Creek Investment Advisors's IVOO Position: Q2 2025 in Review

Cherry Creek Investment Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2025, closing a stake of 2,164 shares — an estimated $214K sold.

Cherry Creek Investment Advisors first reported a position in IVOO in Q2 2021 and held it in 9 quarters. The position peaked at $269K in Q4 2021. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Cherry Creek Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2025 after selling out during the quarter.
Cherry Creek Investment Advisors sold 2,164 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $214K.
Cherry Creek Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2021 and held it in 9 quarters.
Cherry Creek Investment Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $269K in Q4 2021.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.