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 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 $11.8B AUM 9.48% 1-Year Est. Return

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $377B AUM 19.32% 1-Year Est. Return

AmeriFlex Group's IVOV Position: Q1 2026 in Review

AmeriFlex Group reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 2.2% in Q1 2026, selling an estimated $1.79K and leaving 772 shares worth $78.7K. The position accounts for 0.04% of the portfolio, ranked #333.

AmeriFlex Group first reported a position in IVOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

AmeriFlex Group held 772 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $78.7K as of Q1 2026.
AmeriFlex Group sold 17 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.79K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.04% of AmeriFlex Group's portfolio in Q1 2026, its #333 holding.
AmeriFlex Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $147K in Q3 2025.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.