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

Accredited 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
2025
Q3 		$1.01K Buy
1,735
+1,725
+17,250% +$171K ﹤0.01% 354
2025
Q2 		$955 Sell
10
-10
-50% -$905 ﹤0.01% 355
2025
Q1 		$1.84K Hold
20
– – ﹤0.01% 333
2024
Q4 		$1.91K Buy
+20
New +$1.98K ﹤0.01% 330

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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Accredited Wealth Management's IVOV Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 17,250% in Q3 2025, buying an estimated $171K and bringing the position to 1,735 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Accredited Wealth Management first reported a position in IVOV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.91K in Q4 2024. 157 funds tracked by Wall St. Rank hold IVOV as of Q3 2025.

  • Accredited Wealth Management held 1,735 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.01K as of Q3 2025.
  • Accredited Wealth Management bought 1,725 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2025, an estimated $171K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #354 holding.
  • Accredited Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.91K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.