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

HighTower 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	$407K	Buy	3,124 +4	+0.1%	+$497	﹤0.01%	2933
2026 Q1	$357K	Buy	3,120 +26	+0.8%	+$3.06K	﹤0.01%	3006
2025 Q4	$346K	Buy	3,094 +483	+18%	+$53.5K	﹤0.01%	2934
2025 Q3	$288K	Buy	2,611 +622	+31%	+$67.7K	﹤0.01%	3079
2025 Q2	$209K	Sell	1,989 -84	-4%	-$8.35K	﹤0.01%	3240
2025 Q1	$205K	Buy	2,073 +99	+5%	+$10.4K	﹤0.01%	3167
2024 Q4	$208K	Buy	+1,974	New	+$214K	﹤0.01%	3167
2022 Q2	–	Sell	-2,700	Closed	-$247K	–	3397
2022 Q1	$247K	Sell	2,700 -4,268	-61%	-$384K	﹤0.01%	2673
2021 Q4	$668K	Buy	+6,968	New	+$657K	﹤0.01%	1978

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

HighTower Advisors's IVOO Position: Q2 2026 in Review

HighTower Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.13% in Q2 2026, buying an estimated $497 and bringing the position to 3,124 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

HighTower Advisors first reported a position in IVOO in Q4 2021 and has held it in 9 quarters since. The position peaked at $668K in Q4 2021. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

HighTower Advisors held 3,124 shares of Vanguard S&P Mid-Cap 400 ETF worth $407K as of Q2 2026.
HighTower Advisors bought 4 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $497.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2933 holding.
HighTower Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2021 and has held it in 9 quarters since.
HighTower Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $668K in Q4 2021.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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