Advisory Services Network’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-2,773	Closed	-$242K	–	2571
2023 Q4	$242K	Hold	2,773	–	–	0.01%	1187
2023 Q3	$216K	Hold	2,773	–	–	0.01%	1288
2023 Q2	$228K	Buy	2,773 +62	+2%	+$4.83K	0.01%	1246
2023 Q1	$213K	Sell	2,711 -2,723	-50%	-$222K	0.01%	1272
2022 Q4	$417K	Buy	5,434 +248	+5%	+$19.1K	0.01%	936
2022 Q3	$360K	Sell	5,186 -2,880	-36%	-$220K	0.01%	952
2022 Q2	$583K	Buy	8,066 +720	+10%	+$56.2K	0.02%	770
2022 Q1	$615K	Buy	+7,346	New	+$604K	0.02%	824

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Advisory Services Network's IVOV Position: Q1 2024 in Review

Advisory Services Network sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2024, closing a stake of 2,773 shares — an estimated $242K sold.

Advisory Services Network first reported a position in IVOV in Q1 2022 and held it in 8 quarters. The position peaked at $615K in Q1 2022. 124 funds tracked by Wall St. Rank hold IVOV as of Q1 2024.

Advisory Services Network reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 2,773 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $242K.
Advisory Services Network first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 8 quarters.
Advisory Services Network's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $615K in Q1 2022.
124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.