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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,358	Closed	-$137K	–	1543
2025 Q3	$137K	Sell	1,358 -561	-29%	-$55.5K	0.01%	733
2025 Q2	$183K	Buy	+1,919	New	+$174K	0.01%	768
2024 Q3	–	Sell	-2,508	Closed	-$220K	–	894
2024 Q2	$220K	Sell	2,508 -996	-28%	-$87.3K	0.01%	831
2024 Q1	$316K	Buy	3,504 +665	+23%	+$57.3K	0.01%	690
2023 Q4	$247K	Buy	+2,839	New	+$225K	0.01%	609
2023 Q2	–	Sell	-1,317	Closed	-$103K	–	1562
2023 Q1	$103K	Buy	+1,317	New	+$107K	0.01%	990

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

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

OWA

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AWM

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

Ameritas Advisory Services's IVOV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 1,358 shares — an estimated $137K sold.

Ameritas Advisory Services first reported a position in IVOV in Q1 2023 and held it in 6 quarters. The position peaked at $316K in Q1 2024. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

Ameritas Advisory Services reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,358 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $137K.
Ameritas Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and held it in 6 quarters.
Ameritas Advisory Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $316K in Q1 2024.
161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.