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

Chicago Partners Investment Group’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	$969K	Sell	7,588 -244	-3%	-$30.3K	0.02%	670
2026 Q1	$963K	Buy	7,832 +104	+1%	+$12.2K	0.02%	570
2025 Q4	$911K	Buy	7,728 +886	+13%	+$98.2K	0.02%	498
2025 Q3	$760K	Buy	6,842 +251	+4%	+$27.3K	0.02%	513
2025 Q2	$718K	Sell	6,591 -234	-3%	-$23.3K	0.02%	474
2025 Q1	$673K	Buy	6,825 +2,033	+42%	+$214K	0.02%	439
2024 Q4	$510K	Buy	4,792 +1,174	+32%	+$128K	0.02%	508
2024 Q3	$382K	Sell	3,618 -137	-4%	-$14K	0.01%	559
2024 Q2	$391K	Buy	3,755 +10	+0.3%	+$996	0.02%	530
2024 Q1	$368K	Buy	3,745 +4	+0.1%	+$384	0.02%	517
2023 Q4	$347K	Buy	3,741 +20	+0.5%	+$1.72K	0.02%	511
2023 Q3	$298K	Sell	3,721 -68	-2%	-$6.03K	0.02%	511
2023 Q2	$345K	Buy	+3,789	New	+$319K	0.02%	501
2022 Q4	–	Sell	-4,370	Closed	-$358K	–	650
2022 Q3	$358K	Buy	+4,370	New	+$358K	0.03%	406
2021 Q4	–	Sell	-2,192	Closed	-$214K	–	587
2021 Q3	$214K	Buy	+2,192	New	+$200K	0.02%	534

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

Chicago Partners Investment Group's IVOO Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.1% in Q2 2026, selling an estimated $30.3K and leaving 7,588 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #670.

Chicago Partners Investment Group first reported a position in IVOO in Q3 2021 and has held it in 15 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Chicago Partners Investment Group held 7,588 shares of Vanguard S&P Mid-Cap 400 ETF worth $969K as of Q2 2026.
Chicago Partners Investment Group sold 244 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $30.3K.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #670 holding.
Chicago Partners Investment Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2021 and has held it in 15 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.