Columbia Advisory Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Columbia Advisory 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	$312K	Buy	+2,393	New	+$297K	0.17%	74

Other funds holding IVOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Columbia Advisory Partners's IVOO Position: Q2 2026 in Review

Columbia Advisory Partners opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 2,393 shares worth $312K. The stake represents 0.17% of the portfolio and ranks #74 among its holdings.

181 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Columbia Advisory Partners held 2,393 shares of Vanguard S&P Mid-Cap 400 ETF worth $312K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Columbia Advisory Partners position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.17% of Columbia Advisory Partners's portfolio in Q2 2026, its #74 holding.
181 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.