Fort Sheridan Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fort Sheridan 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
2026 Q2	$731K	Sell	5,605 -481	-8%	-$59.7K	0.08%	149
2026 Q1	$696K	Buy	6,086 +31	+0.5%	+$3.64K	0.08%	148
2025 Q4	$677K	Sell	6,055 -2,282	-27%	-$253K	0.09%	137
2025 Q3	$920K	Sell	8,337 -2,508	-23%	-$273K	0.12%	116
2025 Q2	$1.14M	Sell	10,845 -498	-4%	-$49.5K	0.16%	95
2025 Q1	$1.12M	Buy	11,343 +361	+3%	+$38K	0.17%	89
2024 Q4	$1.16M	Buy	10,982 +2,448	+29%	+$266K	0.17%	90
2024 Q3	$901K	Buy	8,534 +1,711	+25%	+$175K	0.14%	105
2024 Q2	$676K	Buy	+6,823	New	+$680K	0.11%	117

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

Fort Sheridan Advisors's IVOO Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 7.9% in Q2 2026, selling an estimated $59.7K and leaving 5,605 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #149.

Fort Sheridan Advisors first reported a position in IVOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Fort Sheridan Advisors held 5,605 shares of Vanguard S&P Mid-Cap 400 ETF worth $731K as of Q2 2026.
Fort Sheridan Advisors sold 481 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $59.7K.
Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Fort Sheridan Advisors's portfolio in Q2 2026, its #149 holding.
Fort Sheridan Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 9 quarters since.
Fort Sheridan Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.16M in Q4 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.