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

American Financial & Tax Strategies’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	$1.04M	Sell	9,094 -142	-2%	-$15.5K	0.47%	53
2026 Q1	$942K	Sell	9,236 -183	-2%	-$19.2K	0.46%	54
2025 Q4	$951K	Sell	9,419 -3,631	-28%	-$367K	0.47%	53
2025 Q3	$1.32M	Sell	13,050 -441	-3%	-$43.7K	0.66%	45
2025 Q2	$1.29M	Buy	13,491 +22	+0.2%	+$1.99K	0.67%	44
2025 Q1	$1.24M	Sell	13,469 -1,435	-10%	-$138K	0.67%	44
2024 Q4	$1.42M	Sell	14,904 -103	-0.7%	-$10.2K	0.74%	40
2024 Q3	$1.44M	Sell	15,007 -28	-0.2%	-$2.57K	0.73%	42
2024 Q2	$1.32M	Sell	15,035 -26	-0.2%	-$2.28K	0.69%	45
2024 Q1	$1.37M	Sell	15,061 -35	-0.2%	-$3.01K	0.73%	44
2023 Q4	$1.32M	Buy	+15,096	New	+$1.2M	0.75%	43

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

American Financial & Tax Strategies's IVOV Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.5% in Q2 2026, selling an estimated $15.5K and leaving 9,094 shares worth $1.04M. The position accounts for 0.47% of the portfolio, ranked #53.

American Financial & Tax Strategies first reported a position in IVOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2024. 137 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

American Financial & Tax Strategies held 9,094 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.04M as of Q2 2026.
American Financial & Tax Strategies sold 142 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $15.5K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.47% of American Financial & Tax Strategies's portfolio in Q2 2026, its #53 holding.
American Financial & Tax Strategies first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.44M in Q3 2024.
137 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.