AWM
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Aberdeen Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Aberdeen Wealth Management’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Sell
117,922
-681
-0.6% -$71.6K 5.48% 3
2025
Q4 		$12M Buy
118,603
+111
+0.1% +$11.2K 5.55% 2
2025
Q3 		$11.9M Sell
118,492
-485
-0.4% -$48K 7.5% 1
2025
Q2 		$11.4M Sell
118,977
-1,980
-2% -$179K 7.55% 1
2025
Q1 		$11.1M Sell
120,957
-2,165
-2% -$208K 7.68% 1
2024
Q4 		$11.8M Sell
123,122
-86
-0.1% -$8.5K 8.06% 1
2024
Q3 		$11.8M Sell
123,208
-1,820
-1% -$167K 7.76% 1
2024
Q2 		$10.9M Sell
125,028
-476
-0.4% -$41.7K 7.4% 1
2024
Q1 		$11.4M Hold
125,504
– – 6.63% 2
2023
Q4 		$10.9M Buy
125,504
+40
+0% +$3.17K 7.94% 1
2023
Q3 		$9.78M Sell
125,464
-125
-0.1% -$10.3K 7.36% 1
2023
Q2 		$10.3M Sell
125,589
-1,162
-0.9% -$90.4K 7.47% 1
2023
Q1 		$9.97M Buy
126,751
+545
+0.4% +$44.4K 7.43% 1
2022
Q4 		$9.68M Buy
126,206
+174
+0.1% +$13.4K 7.3% 1
2022
Q3 		$8.74M Buy
126,032
+66
+0.1% +$5.04K 7.7% 1
2022
Q2 		$9.1M Sell
125,966
-240
-0.2% -$18.7K 7.23% 1
2022
Q1 		$10.6M Sell
126,206
-250
-0.2% -$20.6K 7.2% 1
2021
Q4 		$10.7M Buy
+126,456
New +$10.6M 6.95% 1
2021
Q2 		– Sell
-125,796
Closed -$9.83M – 137
2021
Q1 		$9.83M Sell
125,796
-24,550
-16% -$1.79M 7.81% 1
2020
Q4 		$9.9M Sell
150,346
-454
-0.3% -$27.6K 7.47% 1
2020
Q3 		$7.91M Buy
+150,800
New +$8.06M 7.53% 1
2020
Q2 		– Sell
-151,542
Closed -$6.39M – 134
2020
Q1 		$6.39M Buy
151,542
+1,538
+1% +$88.1K 7.77% 1
2019
Q4 		$9.76M Buy
+150,004
New +$9.49M 7.27% 2

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aberdeen Wealth Management's IVOV Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 0.57% in Q1 2026, selling an estimated $71.6K and leaving 117,922 shares worth $12M. The position accounts for 5.48% of the portfolio, ranked #3.

Aberdeen Wealth Management first reported a position in IVOV in Q4 2019 and has held it in 23 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Aberdeen Wealth Management held 117,922 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $12M as of Q1 2026.
  • Aberdeen Wealth Management sold 681 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $71.6K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 5.48% of Aberdeen Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Aberdeen Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 23 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.