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

GHP 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
2026 Q2	$15.8K	Hold	121	–	–	﹤0.01%	747
2026 Q1	$13.8K	Sell	121 -15	-11%	-$1.76K	﹤0.01%	760
2025 Q4	$15.2K	Buy	136 +7	+5%	+$776	﹤0.01%	684
2025 Q3	$14.2K	Hold	129	–	–	﹤0.01%	671
2025 Q2	$13.5K	Buy	129 +52	+68%	+$5.17K	﹤0.01%	685
2025 Q1	$7.6K	Hold	77	–	–	﹤0.01%	723
2024 Q4	$8.12K	Hold	77	–	–	﹤0.01%	727
2024 Q3	$8.13K	Buy	77 +20	+35%	+$2.04K	﹤0.01%	749
2024 Q2	$5.65K	Hold	57	–	–	﹤0.01%	767
2024 Q1	$5.87K	Hold	57	–	–	﹤0.01%	705
2023 Q4	$5.36K	Buy	57 +41	+256%	+$3.52K	﹤0.01%	705
2023 Q3	$1.32K	Hold	16	–	–	﹤0.01%	868
2023 Q2	$1.44K	Hold	16	–	–	﹤0.01%	853
2023 Q1	$1.35K	Buy	+16	New	+$1.38K	﹤0.01%	848

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

GHP Investment Advisors's IVOO Position: Q2 2026 in Review

GHP Investment Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 121 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

GHP Investment Advisors first reported a position in IVOO in Q1 2023 and has held it in 14 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

GHP Investment Advisors held 121 shares of Vanguard S&P Mid-Cap 400 ETF worth $15.8K as of Q2 2026.
GHP Investment Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #747 holding.
GHP Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2023 and has held it in 14 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.