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

AmeriFlex Group’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 		$60K Sell
526
-246
-32% -$26.8K 0.02% 455
2026
Q1 		$78.7K Sell
772
-17
-2% -$1.79K 0.04% 333
2025
Q4 		$79.7K Sell
789
-665
-46% -$67.1K 0.04% 327
2025
Q3 		$147K Buy
1,454
+1,071
+280% +$106K 0.05% 266
2025
Q2 		$36.5K Hold
383
– – 0.02% 445
2025
Q1 		$35.2K Sell
383
-2
-0.5% -$192 0.01% 554
2024
Q4 		$38.2K Buy
+385
New +$38.1K 0.02% 488

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AmeriFlex Group's IVOV Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 32% in Q2 2026, selling an estimated $26.8K and leaving 526 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #455.

AmeriFlex Group first reported a position in IVOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $147K in Q3 2025. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • AmeriFlex Group held 526 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $60K as of Q2 2026.
  • AmeriFlex Group sold 246 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $26.8K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #455 holding.
  • AmeriFlex Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $147K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.