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

Colter Lewis Investment 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 		$1.96M Buy
15,021
+11,640
+344% +$1.45M 0.87% 22
2026
Q1 		$387K Buy
+3,381
New +$397K 0.36% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Colter Lewis Investment Partners's IVOO Position: Q2 2026 in Review

Colter Lewis Investment Partners increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 344% in Q2 2026, buying an estimated $1.45M and bringing the position to 15,021 shares worth $1.96M. The position accounts for 0.87% of the portfolio, ranked #22.

Colter Lewis Investment Partners first reported a position in IVOO in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Colter Lewis Investment Partners held 15,021 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.96M as of Q2 2026.
  • Colter Lewis Investment Partners bought 11,640 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.87% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #22 holding.
  • Colter Lewis Investment Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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