Allworth Financial’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Allworth Financial’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 Q2	$3.73M	Sell	32,704 -1,165	-3%	-$127K	0.02%	400
2026 Q1	$3.45M	Sell	33,869 -706	-2%	-$74.3K	0.01%	422
2025 Q4	$3.49M	Sell	34,575 -2,174	-6%	-$220K	0.01%	422
2025 Q3	$3.7M	Sell	36,749 -755	-2%	-$74.8K	0.02%	375
2025 Q2	$3.58M	Sell	37,504 -586	-2%	-$53.1K	0.02%	371
2025 Q1	$3.36M	Sell	38,090 -261	-0.7%	-$25.1K	0.02%	321
2024 Q4	$3.82M	Buy	+38,351	New	+$3.79M	0.02%	294
2024 Q2	–	Sell	-272	Closed	-$24.7K	–	3750
2024 Q1	$24.7K	Buy	+272	New	+$23.4K	﹤0.01%	1654

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial's IVOV Position: Q2 2026 in Review

Allworth Financial reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.4% in Q2 2026, selling an estimated $127K and leaving 32,704 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #400.

Allworth Financial first reported a position in IVOV in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.82M in Q4 2024. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Allworth Financial held 32,704 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $3.73M as of Q2 2026.
Allworth Financial sold 1,165 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $127K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #400 holding.
Allworth Financial first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 8 quarters since.
Allworth Financial's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $3.82M in Q4 2024.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.