Aptus Capital Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Aptus Capital Advisors’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 Q3	$63.4K	Hold	593	–	–	﹤0.01%	1344
2026 Q2	$67.6K	Hold	593	–	–	﹤0.01%	1337
2026 Q1	$60.5K	Hold	593	–	–	﹤0.01%	1249
2025 Q4	$59.9K	Hold	593	–	–	﹤0.01%	1266
2025 Q3	$59.8K	Hold	593	–	–	﹤0.01%	1208
2025 Q2	$56.6K	Hold	593	–	–	﹤0.01%	1165
2025 Q1	$54.6K	Hold	593	–	–	﹤0.01%	1097
2024 Q4	$56.6K	Hold	593	–	–	﹤0.01%	1089
2024 Q3	$56.8K	Buy	+593	New	+$54.3K	﹤0.01%	919

Other funds holding IVOV

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Balanced Wealth Group Westlake, Ohio $326M AUM 14.78% 1-Year Est. Return

Aptus Capital Advisors's IVOV Position: Q3 2026 in Review

Aptus Capital Advisors held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2026 at 593 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Aptus Capital Advisors first reported a position in IVOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $67.6K in Q2 2026. 138 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

Aptus Capital Advisors held 593 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $63.4K as of Q3 2026.
Aptus Capital Advisors left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1344 holding.
Aptus Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $67.6K in Q2 2026.
138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.