Anchor Investment Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Anchor Investment Management’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	$14.1K	Hold	138	–	–	﹤0.01%	788
2025 Q4	$13.9K	Hold	138	–	–	﹤0.01%	772
2025 Q3	$13.9K	Hold	138	–	–	﹤0.01%	769
2025 Q2	$13.2K	Hold	138	–	–	﹤0.01%	772
2025 Q1	$12.7K	Hold	138	–	–	﹤0.01%	763
2024 Q4	$13.2K	Hold	138	–	–	﹤0.01%	766
2024 Q3	$13.2K	Hold	138	–	–	﹤0.01%	744
2024 Q2	$12.1K	Hold	138	–	–	﹤0.01%	716
2024 Q1	$12.5K	Hold	138	–	–	﹤0.01%	739
2023 Q4	$12K	Hold	138	–	–	﹤0.01%	719
2023 Q3	$10.8K	Hold	138	–	–	﹤0.01%	733
2023 Q2	$11.4K	Hold	138	–	–	﹤0.01%	717
2023 Q1	$10.9K	Hold	138	–	–	﹤0.01%	732
2022 Q4	$10.6K	Hold	138	–	–	﹤0.01%	711
2022 Q3	$9.57K	Hold	138	–	–	﹤0.01%	723
2022 Q2	$9.97K	Hold	138	–	–	﹤0.01%	733
2022 Q1	$11.6K	Hold	138	–	–	﹤0.01%	741
2021 Q4	$11.6K	Hold	138	–	–	﹤0.01%	769
2021 Q3	$11K	Hold	138	–	–	﹤0.01%	708
2021 Q2	$11.2K	Hold	138	–	–	﹤0.01%	722
2021 Q1	$10.8K	Hold	138	–	–	﹤0.01%	699
2020 Q4	$9.09K	Hold	138	–	–	﹤0.01%	684
2020 Q3	$7.23K	Hold	138	–	–	﹤0.01%	692
2020 Q2	$7.09K	Hold	138	–	–	﹤0.01%	666
2020 Q1	$5.82K	Buy	+138	New	+$7.91K	﹤0.01%	677

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

Anchor Investment Management's IVOV Position: Q1 2026 in Review

Anchor Investment Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 138 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Anchor Investment Management first reported a position in IVOV in Q1 2020 and has held it in 25 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Anchor Investment Management held 138 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $14.1K as of Q1 2026.
Anchor Investment Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #788 holding.
Anchor Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2020 and has held it in 25 quarters since.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.